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 | $2,454 | $180,749-98.6% | $160,784-98.5% | $137,256-98.2% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 68.89% | 2234.46%-2165.6pp | 1803.92%-1735.0pp | 220.34%-151.4pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,181 | $6,844-82.7% | $6,293-81.2% | $6,407-81.6% |
| Admin fee / account holder | $4 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |