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.
Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,307 | $29,507-78.6% | $56,025-88.7% | $77,762-91.9% |
| Participation rate | 12.3% | 32.7%-20.4pp | 52.5%-40.2pp | 70.6%-58.3pp |
| Annual return | 15.51% | 18.90%-3.4pp | 1712.69%-1697.2pp | 31.27%-15.8pp |
| Employer contribution / active EE | $132 | $570-76.8% | $1,042-87.3% | $2,728-95.2% |
| Participant deferral / active EE | $227 | $1,062-78.6% | $1,955-88.4% | $4,651-95.1% |
| Admin fee / account holder | $20 | $1,041-98.1% | $2,828-99.3% | $433-95.5% |