Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,988 | $160,059-88.8% | $140,019-87.2% | $135,379-86.7% |
| Participation rate | 55.0% | 88.5%-33.5pp | 87.5%-32.5pp | 82.6%-27.6pp |
| Annual return | -27.03% | 911.44%-938.5pp | 651.15%-678.2pp | 519.79%-546.8pp |
| Employer contribution / active EE | $2,580 | $6,420-59.8% | $5,605-54.0% | $4,779-46.0% |
| Participant deferral / active EE | $6,343 | $7,641-17.0% | $6,927-8.4% | $5,609+13.1% |
| Admin fee / account holder | $265 | $13,328-98.0% | $10,705-97.5% | $10,828-97.6% |