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.
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 | $4,312 | $90,400-95.2% | $186,193-97.7% | $87,485-95.1% |
| Participation rate | 65.7% | 66.2%-0.5pp | 77.1%-11.4pp | 68.9%-3.2pp |
| Annual return | 0.00% | 22.15%-22.1pp | 78.03%-78.0pp | 26.06%-26.1pp |
| Employer contribution / active EE | $1,313 | $2,170-39.5% | $3,918-66.5% | $2,596-49.4% |
| Participant deferral / active EE | $2,027 | $4,330-53.2% | $6,513-68.9% | $4,274-52.6% |
| Admin fee / account holder | $63 | $8,673-99.3% | $11,058-99.4% | $7,775-99.2% |