Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $162 | $80,812-99.8% | $160,784-99.9% | $82,448-99.8% |
| Participation rate | 0.0% | 66.2%-66.2pp | 77.0%-77.0pp | 68.1%-68.1pp |
| Annual return | 11.72% | 100.59%-88.9pp | 1803.92%-1792.2pp | 41.64%-29.9pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $6,293-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $7,695-100.0% | $9,717-100.0% | $7,234-100.0% |