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 | $5,831 | $97,761-94.0% | $83,850-93.0% | $135,382-95.7% |
| Participation rate | 69.6% | 80.0%-10.4pp | 76.1%-6.6pp | 82.6%-13.1pp |
| Annual return | -103.76% | 1287.44%-1391.2pp | 850.92%-954.7pp | 519.77%-623.5pp |
| Employer contribution / active EE | $1,365 | $4,222-67.7% | $3,631-62.4% | $4,779-71.4% |
| Participant deferral / active EE | $2,859 | $4,682-38.9% | $4,082-29.9% | $5,609-49.0% |
| Admin fee / account holder | $297 | $6,674-95.5% | $5,478-94.6% | $10,829-97.3% |