Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $8,308 | $45,152-81.6% | $73,835-88.7% | $59,633-86.1% |
| Participation rate | 59.3% | 64.0%-4.8pp | 73.4%-14.2pp | 68.7%-9.4pp |
| Annual return | -3.74% | 27.40%-31.1pp | 2268.13%-2271.9pp | 2041.40%-2045.1pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $946 | $2,573-63.2% | $3,583-73.6% | $3,192-70.4% |
| Admin fee / account holder | $41 | $3,515-98.8% | $4,880-99.2% | $4,297-99.0% |