Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $416 | $51,606-99.2% | $129,339-99.7% | $80,911-99.5% |
| Participation rate | 54.8% | 57.0%-2.1pp | 69.6%-14.8pp | 67.6%-12.8pp |
| Annual return | -19.72% | 20.76%-40.5pp | 9437.05%-9456.8pp | 35.63%-55.4pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,170-100.0% | $4,297-100.0% |
| Admin fee / account holder | $165 | $4,310-96.2% | $7,668-97.9% | $6,935-97.6% |