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 | $1,761 | $73,421-97.6% | $66,439-97.3% | $155,188-98.9% |
| Participation rate | 62.5% | 79.7%-17.2pp | 74.5%-12.0pp | 80.8%-18.3pp |
| Annual return | 0.00% | 1382.37%-1382.4pp | 757.66%-757.7pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,049 | $4,680-77.6% | $3,876-72.9% | $6,531-83.9% |
| Admin fee / account holder | $2 | $8,856-100.0% | $6,173-100.0% | $14,480-100.0% |