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 | $1,749 | $84,551-97.9% | $61,452-97.2% | $134,532-98.7% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -22.50% | 585.39%-607.9pp | 338.96%-361.5pp | 418.27%-440.8pp |
| Employer contribution / active EE | $274 | $1,545-82.3% | $1,160-76.4% | $4,741-94.2% |
| Participant deferral / active EE | $382 | $2,818-86.5% | $2,125-82.0% | $6,401-94.0% |
| Admin fee / account holder | $16 | $2,587-99.4% | $2,131-99.2% | $11,429-99.9% |