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 | $1,341 | $104,116-98.7% | $71,089-98.1% | $135,380-99.0% |
| Participation rate | 14.3% | 65.7%-51.4pp | 54.6%-40.4pp | 82.6%-68.4pp |
| Annual return | -18.35% | 1256.51%-1274.9pp | 650.65%-669.0pp | 519.81%-538.2pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $172 | $2,524-93.2% | $1,873-90.8% | $5,609-96.9% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |