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 | $3,839 | $92,743-95.9% | $82,744-95.4% | $134,532-97.1% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -35.34% | 946.63%-982.0pp | 702.22%-737.6pp | 418.27%-453.6pp |
| Employer contribution / active EE | $548 | $3,273-83.3% | $3,008-81.8% | $4,741-88.5% |
| Participant deferral / active EE | $1,596 | $4,802-66.8% | $4,395-63.7% | $6,401-75.1% |
| Admin fee / account holder | $1 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |