Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,504 | $138,078-89.5% | $125,363-88.4% | $134,509-89.2% |
| Participation rate | 54.5% | 84.5%-29.9pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -23.91% | 750.49%-774.4pp | 572.15%-596.1pp | 418.13%-442.0pp |
| Employer contribution / active EE | $1,358 | $5,245-74.1% | $4,815-71.8% | $4,741-71.4% |
| Participant deferral / active EE | $4,198 | $7,800-46.2% | $7,447-43.6% | $6,400-34.4% |
| Admin fee / account holder | $214 | $11,566-98.2% | $10,005-97.9% | $11,427-98.1% |