Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,336 | $138,102-90.3% | $125,381-89.4% | $134,532-90.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -31.97% | 750.73%-782.7pp | 572.31%-604.3pp | 418.27%-450.2pp |
| Employer contribution / active EE | $3,176 | $5,245-39.5% | $4,815-34.1% | $4,741-33.0% |
| Participant deferral / active EE | $5,910 | $7,801-24.2% | $7,448-20.6% | $6,401-7.7% |
| Admin fee / account holder | $38 | $11,568-99.7% | $10,007-99.6% | $11,429-99.7% |