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 | $4,063 | $92,684-95.6% | $82,706-95.1% | $134,509-97.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -26.73% | 945.84%-972.6pp | 701.76%-728.5pp | 418.13%-444.9pp |
| Employer contribution / active EE | $699 | $3,272-78.6% | $3,007-76.8% | $4,741-85.3% |
| Participant deferral / active EE | $1,192 | $4,800-75.2% | $4,394-72.9% | $6,400-81.4% |
| Admin fee / account holder | $13 | $5,982-99.8% | $5,329-99.8% | $11,427-99.9% |