Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,767 | $102,422-98.3% | $147,117-98.8% | $80,959-97.8% |
| Participation rate | 34.2% | 75.9%-41.7pp | 82.2%-48.0pp | 67.7%-33.5pp |
| Annual return | 7.35% | 135.16%-127.8pp | 420.54%-413.2pp | 35.67%-28.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $70 | $7,953-99.1% | $12,993-99.5% | $6,925-99.0% |