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 | $5,482 | $43,749-87.5% | $158,223-96.5% | $65,306-91.6% |
| Participation rate | 26.1% | 56.9%-30.8pp | 79.2%-53.1pp | 57.7%-31.5pp |
| Annual return | 232.98% | 19.41%+213.6pp | 52.09%+180.9pp | 21.94%+211.0pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $802 | $2,019-60.3% | $5,467-85.3% | $2,959-72.9% |
| Admin fee / account holder | $79 | $1,930-95.9% | $16,047-99.5% | $3,480-97.7% |