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 | $5,432 | $106,549-94.9% | $91,225-94.0% | $134,509-96.0% |
| Participation rate | 20.0% | 76.8%-56.8pp | 73.2%-53.2pp | 81.2%-61.2pp |
| Annual return | -47.52% | 160.73%-208.3pp | 114.10%-161.6pp | 418.13%-465.7pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $923 | $4,719-80.4% | $4,234-78.2% | $6,400-85.6% |
| Admin fee / account holder | $13 | $6,234-99.8% | $5,422-99.8% | $11,427-99.9% |