Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,260 | $55,437-90.5% | $155,534-96.6% | $74,459-92.9% |
| Participation rate | 41.7% | 61.9%-20.2pp | 78.2%-36.6pp | 67.2%-25.6pp |
| Annual return | -42.33% | 269.58%-311.9pp | 64.92%-107.2pp | 1369.70%-1412.0pp |
| Employer contribution / active EE | $1,144 | $2,266-49.5% | $4,675-75.5% | $2,626-56.4% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $1,742-100.0% | $15,900-100.0% | $1,945-100.0% |