Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,769 | $105,867-94.6% | $90,760-93.6% | $134,532-95.7% |
| Participation rate | 69.2% | 78.3%-9.0pp | 75.7%-6.5pp | 81.2%-12.0pp |
| Annual return | -23.83% | -10.99%-12.8pp | -12.16%-11.7pp | 418.27%-442.1pp |
| Employer contribution / active EE | $1,274 | $3,464-63.2% | $2,922-56.4% | $4,741-73.1% |
| Participant deferral / active EE | $1,907 | $5,217-63.4% | $4,565-58.2% | $6,401-70.2% |
| Admin fee / account holder | $72 | $13,936-99.5% | $8,444-99.1% | $11,429-99.4% |