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 | $1,839 | $169,361-98.9% | $129,397-98.6% | $145,877-98.7% |
| Participation rate | 31.6% | 76.5%-44.9pp | 69.6%-38.0pp | 80.3%-48.7pp |
| Annual return | -0.79% | 14395.54%-14396.3pp | 9453.98%-9454.8pp | 551.28%-552.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $210 | $9,903-97.9% | $7,679-97.3% | $13,402-98.4% |