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 | $6,009 | $100,970-94.0% | $96,576-93.8% | $137,256-95.6% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 56.47% | 38.16%+18.3pp | 38.47%+18.0pp | 220.34%-163.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,440 | $8,286-58.5% | $7,956-56.8% | $6,407-46.3% |
| Admin fee / account holder | $11 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |