Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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.
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 | $16,000 | $112,740-85.8% | $88,547-81.9% | $428,746-96.3% |
| Participation rate | 50.0% | 68.8%-18.8pp | 72.7%-22.7pp | 88.2%-38.2pp |
| Annual return | -96.94% | -45.18%-51.8pp | -44.20%-52.7pp | 331.92%-428.9pp |
| Employer contribution / active EE | $0 | $3,409-100.0% | $2,092-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $2,186-100.0% | $2,192-100.0% | $5,961-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $1,938-100.0% | $31,735-100.0% |