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 | $13,903 | $211,288-93.4% | $178,540-92.2% | $145,884-90.5% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 0.00% | 30.27%-30.3pp | 27.15%-27.1pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,967 | $4,574-57.0% | $3,953-50.3% | $4,662-57.8% |
| Participant deferral / active EE | $6,672 | $6,967-4.2% | $6,281+6.2% | $6,690-0.3% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |