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 | $4,953 | $104,116-95.2% | $71,089-93.0% | $135,380-96.3% |
| Participation rate | 35.0% | 65.7%-30.7pp | 54.6%-19.6pp | 82.6%-47.6pp |
| Annual return | -24.28% | 1256.51%-1280.8pp | 650.65%-674.9pp | 519.81%-544.1pp |
| Employer contribution / active EE | $356 | $1,485-76.1% | $1,088-67.3% | $4,779-92.6% |
| Participant deferral / active EE | $1,198 | $2,524-52.5% | $1,873-36.0% | $5,609-78.6% |
| Admin fee / account holder | $33 | $4,142-99.2% | $3,082-98.9% | $10,828-99.7% |