Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,449 | $84,551-98.3% | $61,452-97.6% | $134,532-98.9% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -39.53% | 585.39%-624.9pp | 338.96%-378.5pp | 418.27%-457.8pp |
| Employer contribution / active EE | $669 | $1,545-56.7% | $1,160-42.3% | $4,741-85.9% |
| Participant deferral / active EE | $1,013 | $2,818-64.0% | $2,125-52.3% | $6,401-84.2% |
| Admin fee / account holder | $62 | $2,587-97.6% | $2,131-97.1% | $11,429-99.5% |