Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,101 | $90,606-91.1% | $79,466-89.8% | $135,379-94.0% |
| Participation rate | 42.9% | 76.0%-33.2pp | 73.3%-30.5pp | 82.6%-39.8pp |
| Annual return | -240.72% | 977.69%-1218.4pp | 718.28%-959.0pp | 519.79%-760.5pp |
| Employer contribution / active EE | $582 | $3,068-81.0% | $2,800-79.2% | $4,779-87.8% |
| Participant deferral / active EE | $3,032 | $4,050-25.1% | $3,704-18.1% | $5,609-45.9% |
| Admin fee / account holder | $15 | $5,895-99.7% | $5,104-99.7% | $10,828-99.9% |