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 | $4,755 | $92,707-94.9% | $82,726-94.3% | $134,493-96.5% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -36.95% | 945.12%-982.1pp | 701.33%-738.3pp | 418.01%-455.0pp |
| Employer contribution / active EE | $1,216 | $3,274-62.9% | $3,009-59.6% | $4,740-74.3% |
| Participant deferral / active EE | $2,776 | $4,801-42.2% | $4,394-36.8% | $6,400-56.6% |
| Admin fee / account holder | $9 | $5,980-99.9% | $5,328-99.8% | $11,425-99.9% |