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 | $6,255 | $85,004-92.6% | $76,284-91.8% | $145,959-95.7% |
| Participation rate | 66.7% | 82.9%-16.2pp | 79.2%-12.6pp | 80.3%-13.6pp |
| Annual return | 14.60% | 13.11%+1.5pp | 13.77%+0.8pp | 561.95%-547.3pp |
| Employer contribution / active EE | $1,641 | $5,265-68.8% | $4,585-64.2% | $4,661-64.8% |
| Participant deferral / active EE | $1,512 | $6,390-76.3% | $5,478-72.4% | $6,689-77.4% |
| Admin fee / account holder | $16 | $5,760-99.7% | $5,131-99.7% | $13,398-99.9% |