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 | $58,234-95.6% | $81,783-96.9% | $80,874-96.8% |
| Participation rate | 36.8% | 63.4%-26.6pp | 72.4%-35.5pp | 67.6%-30.8pp |
| Annual return | 0.00% | 41.70%-41.7pp | 775.05%-775.1pp | 35.62%-35.6pp |
| Employer contribution / active EE | $327 | $2,341-86.0% | $2,913-88.8% | $2,756-88.1% |
| Participant deferral / active EE | $585 | $3,283-82.2% | $4,320-86.5% | $4,297-86.4% |
| Admin fee / account holder | $8 | $4,982-99.8% | $7,380-99.9% | $6,935-99.9% |