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 | $7,388 | $78,690-90.6% | $161,489-95.4% | $87,485-91.6% |
| Participation rate | 58.5% | 67.5%-8.9pp | 78.7%-20.2pp | 68.9%-10.4pp |
| Annual return | 0.00% | 32.74%-32.7pp | 89.72%-89.7pp | 26.06%-26.1pp |
| Employer contribution / active EE | $553 | $2,588-78.6% | $4,268-87.0% | $2,596-78.7% |
| Participant deferral / active EE | $4,018 | $3,311+21.4% | $5,630-28.6% | $4,274-6.0% |
| Admin fee / account holder | $77 | $6,724-98.8% | $16,006-99.5% | $7,775-99.0% |