Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,657 | $44,746-96.3% | $88,179-98.1% | $64,097-97.4% |
| Participation rate | 0.5% | 39.8%-39.3pp | 69.1%-68.6pp | 55.2%-54.7pp |
| Annual return | 9.16% | 24.70%-15.5pp | 64.97%-55.8pp | 34.64%-25.5pp |
| Employer contribution / active EE | $0 | $1,078-100.0% | $2,549-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $0 | $2,072-100.0% | $4,614-100.0% | $3,080-100.0% |
| Admin fee / account holder | $7 | $3,437-99.8% | $7,673-99.9% | $3,454-99.8% |