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 | $4,100 | $101,798-96.0% | $165,071-97.5% | $80,935-94.9% |
| Participation rate | 36.6% | 71.8%-35.2pp | 78.6%-42.0pp | 67.7%-31.1pp |
| Annual return | 0.00% | 16.73%-16.7pp | 70.17%-70.2pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,542 | $4,476-65.6% | $6,035-74.5% | $4,299-64.1% |
| Admin fee / account holder | $5 | $8,221-99.9% | $12,695-100.0% | $6,924-99.9% |