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 | $13,996 | $160,059-91.3% | $140,019-90.0% | $135,380-89.7% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | -16.08% | 911.48%-927.6pp | 651.17%-667.2pp | 519.81%-535.9pp |
| Employer contribution / active EE | $2,613 | $6,420-59.3% | $5,605-53.4% | $4,779-45.3% |
| Participant deferral / active EE | $3,935 | $7,641-48.5% | $6,927-43.2% | $5,609-29.8% |
| Admin fee / account holder | $61 | $13,328-99.5% | $10,705-99.4% | $10,828-99.4% |