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 | $3,663 | $76,407-95.2% | $150,298-97.6% | $82,448-95.6% |
| Participation rate | 40.0% | 66.4%-26.4pp | 77.8%-37.8pp | 68.1%-28.1pp |
| Annual return | 30.50% | 39.99%-9.5pp | 62.79%-32.3pp | 41.64%-11.1pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,160 | $3,214-63.9% | $5,453-78.7% | $4,139-72.0% |
| Admin fee / account holder | $23 | $6,352-99.6% | $14,116-99.8% | $7,234-99.7% |