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 | $6,176 | $102,595-94.0% | $94,057-93.4% | $154,746-96.0% |
| Participation rate | 28.6% | 76.0%-47.4pp | 73.3%-44.8pp | 80.7%-52.1pp |
| Annual return | 63.13% | 583.42%-520.3pp | 480.62%-417.5pp | 172.34%-109.2pp |
| Employer contribution / active EE | $238 | $3,147-92.4% | $2,933-91.9% | $4,379-94.6% |
| Participant deferral / active EE | $1,241 | $5,118-75.8% | $4,709-73.6% | $6,730-81.6% |
| Admin fee / account holder | $40 | $7,736-99.5% | $7,244-99.4% | $14,365-99.7% |