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 | $1,628 | $84,628-98.1% | $61,501-97.4% | $134,545-98.8% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -215.38% | 585.61%-801.0pp | 339.04%-554.4pp | 418.37%-633.8pp |
| Employer contribution / active EE | $253 | $1,545-83.6% | $1,160-78.2% | $4,742-94.7% |
| Participant deferral / active EE | $375 | $2,819-86.7% | $2,125-82.3% | $6,401-94.1% |
| Admin fee / account holder | $155 | $2,587-94.0% | $2,132-92.7% | $11,431-98.6% |