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 | $3,220 | $152,591-97.9% | $117,529-97.3% | $134,545-97.6% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -35.90% | 53.04%-88.9pp | 29.77%-65.7pp | 418.37%-454.3pp |
| Employer contribution / active EE | $592 | $5,576-89.4% | $4,179-85.8% | $4,742-87.5% |
| Participant deferral / active EE | $832 | $4,821-82.7% | $4,072-79.6% | $6,401-87.0% |
| Admin fee / account holder | $3 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |