Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $1,075 | $84,628-98.7% | $61,501-98.3% | $134,545-99.2% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -23.71% | 585.61%-609.3pp | 339.04%-362.8pp | 418.37%-442.1pp |
| Employer contribution / active EE | $498 | $1,545-67.8% | $1,160-57.1% | $4,742-89.5% |
| Participant deferral / active EE | $619 | $2,819-78.1% | $2,125-70.9% | $6,401-90.3% |
| Admin fee / account holder | $267 | $2,587-89.7% | $2,132-87.5% | $11,431-97.7% |