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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,170 | $167,522-95.7% | $151,639-95.3% | $134,532-94.7% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.5%-30.3pp | 81.2%-24.1pp |
| Annual return | -71.38% | 7.81%-79.2pp | 3.34%-74.7pp | 418.27%-489.6pp |
| Employer contribution / active EE | $2,026 | $6,828-70.3% | $6,165-67.1% | $4,741-57.3% |
| Participant deferral / active EE | $3,685 | $8,986-59.0% | $8,363-55.9% | $6,401-42.4% |
| Admin fee / account holder | $116 | $13,780-99.2% | $11,613-99.0% | $11,429-99.0% |