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 | $13,278 | $75,832-82.5% | $147,617-91.0% | $59,633-77.7% |
| Participation rate | 60.3% | 71.6%-11.3pp | 84.6%-24.3pp | 68.7%-8.4pp |
| Annual return | -2.10% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $521 | $3,485-85.0% | $5,564-90.6% | $2,203-76.3% |
| Participant deferral / active EE | $1,423 | $3,131-54.6% | $4,895-70.9% | $3,192-55.4% |
| Admin fee / account holder | $133 | $5,986-97.8% | $11,612-98.9% | $4,297-96.9% |