Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $2,129 | $86,050-97.5% | $189,758-98.9% | $94,015-97.7% |
| Participation rate | 6.9% | 68.9%-62.0pp | 79.8%-72.9pp | 70.8%-63.9pp |
| Annual return | -99.86% | 17.77%-117.6pp | 52.62%-152.5pp | 17.84%-117.7pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $6,627-100.0% | $20,388-100.0% | $8,951-100.0% |