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 | $3,844 | $152,597-97.5% | $117,533-96.7% | $134,532-97.1% |
| Participation rate | 66.7% | 77.1%-10.4pp | 70.6%-3.9pp | 81.2%-14.6pp |
| Annual return | -22.39% | 53.04%-75.4pp | 29.77%-52.2pp | 418.27%-440.7pp |
| Employer contribution / active EE | $836 | $5,576-85.0% | $4,179-80.0% | $4,741-82.4% |
| Participant deferral / active EE | $836 | $4,821-82.7% | $4,072-79.5% | $6,401-86.9% |
| Admin fee / account holder | $2 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |