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 | $6,816 | $129,737-94.7% | $119,126-94.3% | $154,746-95.6% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 0.00% | 379.08%-379.1pp | 282.11%-282.1pp | 172.34%-172.3pp |
| Employer contribution / active EE | $455 | $4,375-89.6% | $4,034-88.7% | $4,379-89.6% |
| Participant deferral / active EE | $2,794 | $5,842-52.2% | $5,318-47.5% | $6,730-58.5% |
| Admin fee / account holder | $56 | $11,961-99.5% | $10,693-99.5% | $14,365-99.6% |