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.
Employer contribution per participant 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 | $200 | $54,717-99.6% | $86,216-99.8% | $71,511-99.7% |
| Participation rate | 24.6% | 60.1%-35.5pp | 69.0%-44.4pp | 67.9%-43.3pp |
| Annual return | 0.00% | 20.07%-20.1pp | 1169.42%-1169.4pp | 28.86%-28.9pp |
| Employer contribution / active EE | $88 | $1,267-93.1% | $2,382-96.3% | $2,589-96.6% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $3,986-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,922-100.0% | $6,853-100.0% | $1,588-100.0% |