Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,491 | $99,032-93.4% | $80,022-91.9% | $135,379-95.2% |
| Participation rate | 42.1% | 78.4%-36.2pp | 75.8%-33.7pp | 82.6%-40.5pp |
| Annual return | -43.86% | 15.39%-59.2pp | 11.22%-55.1pp | 519.79%-563.6pp |
| Employer contribution / active EE | $1,057 | $3,043-65.3% | $2,468-57.2% | $4,779-77.9% |
| Participant deferral / active EE | $1,368 | $4,282-68.0% | $3,686-62.9% | $5,609-75.6% |
| Admin fee / account holder | $147 | $10,436-98.6% | $6,521-97.8% | $10,828-98.6% |