Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,238 | $40,522-77.2% | $84,637-89.1% | $67,582-86.3% |
| Participation rate | 61.8% | 51.1%+10.7pp | 68.2%-6.4pp | 71.3%-9.4pp |
| Annual return | -16.58% | 32.72%-49.3pp | 258.82%-275.4pp | 378.57%-395.2pp |
| Employer contribution / active EE | $1,072 | $1,146-6.4% | $2,653-59.6% | $2,148-50.1% |
| Participant deferral / active EE | $0 | $2,132-100.0% | $3,900-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $4,914-100.0% | $142-100.0% |