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 | $667 | $76,608-99.1% | $56,077-98.8% | $145,877-99.5% |
| Participation rate | 69.2% | 63.2%+6.0pp | 52.5%+16.7pp | 80.3%-11.1pp |
| Annual return | -31.05% | 3009.59%-3040.6pp | 1709.28%-1740.3pp | 551.28%-582.3pp |
| Employer contribution / active EE | $374 | $1,382-72.9% | $1,040-64.0% | $4,663-92.0% |
| Participant deferral / active EE | $374 | $2,624-85.7% | $1,954-80.9% | $6,691-94.4% |
| Admin fee / account holder | $55 | $3,325-98.4% | $2,825-98.1% | $13,402-99.6% |