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 | $9,460 | $77,492-87.8% | $100,398-90.6% | $80,911-88.3% |
| Participation rate | 50.0% | 76.9%-26.9pp | 81.5%-31.5pp | 67.6%-17.6pp |
| Annual return | 0.00% | 37.23%-37.2pp | 49.32%-49.3pp | 35.63%-35.6pp |
| Employer contribution / active EE | $1,783 | $2,800-36.3% | $3,946-54.8% | $2,756-35.3% |
| Participant deferral / active EE | $2,723 | $6,817-60.1% | $8,084-66.3% | $4,297-36.6% |
| Admin fee / account holder | $15 | $5,892-99.8% | $7,893-99.8% | $6,935-99.8% |