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 | $4,659 | $93,124-95.0% | $77,100-94.0% | $134,545-96.5% |
| Participation rate | 46.2% | 74.5%-28.3pp | 67.9%-21.8pp | 81.2%-35.1pp |
| Annual return | -38.13% | 62.68%-100.8pp | 42.35%-80.5pp | 418.37%-456.5pp |
| Employer contribution / active EE | $1,047 | $3,421-69.4% | $2,815-62.8% | $4,742-77.9% |
| Participant deferral / active EE | $1,316 | $5,242-74.9% | $4,430-70.3% | $6,401-79.4% |
| Admin fee / account holder | $15 | $6,970-99.8% | $5,443-99.7% | $11,431-99.9% |