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 | $7,520 | $97,732-92.3% | $83,831-91.0% | $135,380-94.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -12.11% | 1287.56%-1299.7pp | 850.99%-863.1pp | 519.81%-531.9pp |
| Employer contribution / active EE | $1,803 | $4,222-57.3% | $3,631-50.3% | $4,779-62.3% |
| Participant deferral / active EE | $1,967 | $4,683-58.0% | $4,082-51.8% | $5,609-64.9% |
| Admin fee / account holder | $15 | $6,675-99.8% | $5,479-99.7% | $10,828-99.9% |