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 | $1,178 | $99,053-98.8% | $88,179-98.7% | $138,895-99.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 0.00% | 78.17%-78.2pp | 64.97%-65.0pp | 145.39%-145.4pp |
| Employer contribution / active EE | $331 | $2,882-88.5% | $2,549-87.0% | $4,194-92.1% |
| Participant deferral / active EE | $512 | $5,225-90.2% | $4,614-88.9% | $6,396-92.0% |
| Admin fee / account holder | $106 | $8,748-98.8% | $7,673-98.6% | $12,562-99.2% |