Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,082 | $155,795-98.7% | $136,297-98.5% | $69,631-97.0% |
| Participation rate | 3.4% | 75.2%-71.8pp | 81.9%-78.5pp | 70.7%-67.3pp |
| Annual return | 22.57% | 232464.33%-232441.8pp | 5156.19%-5133.6pp | 27571.02%-27548.5pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $81 | $5,394-98.5% | $6,247-98.7% | $3,224-97.5% |
| Admin fee / account holder | $18 | $128-86.4% | $9,244-99.8% | $110-84.2% |