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.
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 | $4,879 | $81,504-94.0% | $102,437-95.2% | $80,959-94.0% |
| Participation rate | 64.7% | 66.9%-2.1pp | 74.5%-9.8pp | 67.7%-3.0pp |
| Annual return | 0.00% | 25.60%-25.6pp | 24.95%-24.9pp | 35.67%-35.7pp |
| Employer contribution / active EE | $1,406 | $3,104-54.7% | $3,871-63.7% | $2,757-49.0% |
| Participant deferral / active EE | $1,631 | $3,871-57.9% | $5,060-67.8% | $4,300-62.1% |
| Admin fee / account holder | $7 | $6,719-99.9% | $8,388-99.9% | $6,925-99.9% |