Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,311 | $64,729-93.3% | $112,263-96.2% | $68,490-93.7% |
| Participation rate | 42.6% | 67.2%-24.6pp | 75.1%-32.5pp | 67.9%-25.3pp |
| Annual return | -34.89% | -11.40%-23.5pp | 27.49%-62.4pp | -7.85%-27.0pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,604 | $3,566-55.0% | $4,729-66.1% | $4,028-60.2% |
| Admin fee / account holder | $100 | $5,222-98.1% | $6,410-98.4% | $5,403-98.1% |