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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,073 | $100,279-53.1% | $81,353-42.1% | $145,884-67.7% |
| Participation rate | 8.3% | 74.3%-65.9pp | 69.5%-61.2pp | 80.3%-72.0pp |
| Annual return | 15.46% | 34.49%-19.0pp | 24.82%-9.4pp | 551.85%-536.4pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $440 | $4,611-90.4% | $3,885-88.7% | $6,690-93.4% |
| Admin fee / account holder | $40 | $8,206-99.5% | $5,766-99.3% | $13,392-99.7% |