Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,485 | $93,098-96.3% | $77,081-95.5% | $134,509-97.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -23.52% | 62.63%-86.2pp | 42.33%-65.8pp | 418.13%-441.7pp |
| Employer contribution / active EE | $415 | $3,419-87.9% | $2,813-85.2% | $4,741-91.2% |
| Participant deferral / active EE | $977 | $5,239-81.4% | $4,428-77.9% | $6,400-84.7% |
| Admin fee / account holder | $80 | $6,945-98.8% | $5,427-98.5% | $11,427-99.3% |