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 | $3,556 | $91,911-96.1% | $68,612-94.8% | $135,379-97.4% |
| Participation rate | 52.6% | 76.7%-24.1pp | 72.2%-19.6pp | 82.6%-30.0pp |
| Annual return | -19.39% | -8.22%-11.2pp | -4.63%-14.8pp | 519.79%-539.2pp |
| Employer contribution / active EE | $1,620 | $3,924-58.7% | $2,625-38.3% | $4,779-66.1% |
| Participant deferral / active EE | $1,897 | $4,315-56.0% | $3,311-42.7% | $5,609-66.2% |
| Admin fee / account holder | $280 | $9,240-97.0% | $5,131-94.5% | $10,828-97.4% |