Sign up free to preview peer percentile detail
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,751 | $129,227-90.1% | $184,260-93.1% | $77,736-83.6% |
| Participation rate | 52.8% | 87.4%-34.5pp | 86.8%-34.0pp | 70.6%-17.8pp |
| Annual return | -21.36% | 33.24%-54.6pp | 28.84%-50.2pp | 31.26%-52.6pp |
| Employer contribution / active EE | $2,745 | $4,412-37.8% | $6,427-57.3% | $2,728+0.6% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,898-100.0% | $433-100.0% |