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 | $7,582 | $99,668-92.4% | $86,451-91.2% | $134,545-94.4% |
| Participation rate | 57.1% | 82.1%-24.9pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -40.02% | 6789.61%-6829.6pp | 4398.51%-4438.5pp | 418.37%-458.4pp |
| Employer contribution / active EE | $1,433 | $4,403-67.5% | $3,770-62.0% | $4,742-69.8% |
| Participant deferral / active EE | $2,515 | $7,249-65.3% | $6,953-63.8% | $6,401-60.7% |
| Admin fee / account holder | $131 | $8,377-98.4% | $6,734-98.1% | $11,431-98.9% |