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 | $4,472 | $111,814-96.0% | $103,374-95.7% | $145,959-96.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 25.08% | 24.77%+0.3pp | 24.89%+0.2pp | 561.95%-536.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,807 | $5,618-50.0% | $5,058-44.5% | $6,689-58.0% |
| Admin fee / account holder | $278 | $9,754-97.2% | $8,394-96.7% | $13,398-97.9% |