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 | $307 | $82,288-99.6% | $68,794-99.6% | $134,509-99.8% |
| Participation rate | 47.8% | 75.1%-27.2pp | 69.0%-21.2pp | 81.2%-33.4pp |
| Annual return | -24.83% | -2.19%-22.6pp | -6.37%-18.5pp | 418.13%-443.0pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,738-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $34 | $6,482-99.5% | $4,934-99.3% | $11,427-99.7% |