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 | $6,019 | $92,766-93.5% | $82,763-92.7% | $134,545-95.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -35.54% | 946.97%-982.5pp | 702.45%-738.0pp | 418.37%-453.9pp |
| Employer contribution / active EE | $1,130 | $3,273-65.5% | $3,008-62.5% | $4,742-76.2% |
| Participant deferral / active EE | $1,412 | $4,802-70.6% | $4,395-67.9% | $6,401-77.9% |
| Admin fee / account holder | $125 | $5,978-97.9% | $5,325-97.7% | $11,431-98.9% |