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 | $4,574 | $104,116-95.6% | $71,089-93.6% | $135,380-96.6% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.6%-21.3pp | 82.6%-49.3pp |
| Annual return | -20.23% | 1256.51%-1276.7pp | 650.65%-670.9pp | 519.81%-540.0pp |
| Employer contribution / active EE | $523 | $1,485-64.8% | $1,088-51.9% | $4,779-89.1% |
| Participant deferral / active EE | $541 | $2,524-78.6% | $1,873-71.1% | $5,609-90.4% |
| Admin fee / account holder | $15 | $4,142-99.6% | $3,082-99.5% | $10,828-99.9% |