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 | $8,041 | $152,597-94.7% | $117,533-93.2% | $134,532-94.0% |
| Participation rate | 43.8% | 77.1%-33.4pp | 70.6%-26.9pp | 81.2%-37.5pp |
| Annual return | -37.44% | 53.04%-90.5pp | 29.77%-67.2pp | 418.27%-455.7pp |
| Employer contribution / active EE | $265 | $5,576-95.2% | $4,179-93.7% | $4,741-94.4% |
| Participant deferral / active EE | $3,297 | $4,821-31.6% | $4,072-19.0% | $6,401-48.5% |
| Admin fee / account holder | $68 | $7,007-99.0% | $5,647-98.8% | $11,429-99.4% |