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.
Participant 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 | $2,551 | $58,311-95.6% | $81,882-96.9% | $80,959-96.8% |
| Participation rate | 36.8% | 63.5%-26.6pp | 72.4%-35.5pp | 67.7%-30.8pp |
| Annual return | 0.00% | 41.85%-41.8pp | 779.47%-779.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $327 | $2,347-86.1% | $2,916-88.8% | $2,757-88.1% |
| Participant deferral / active EE | $585 | $3,287-82.2% | $4,323-86.5% | $4,300-86.4% |
| Admin fee / account holder | $8 | $4,752-99.8% | $7,360-99.9% | $6,925-99.9% |