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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,101 | $115,225-46.1% | $100,712-38.3% | $138,895-55.3% |
| Participation rate | 57.1% | 74.3%-17.2pp | 69.3%-12.1pp | 79.9%-22.8pp |
| Annual return | 0.00% | 40.35%-40.4pp | 33.27%-33.3pp | 145.39%-145.4pp |
| Employer contribution / active EE | $71 | $2,771-97.4% | $2,313-96.9% | $4,194-98.3% |
| Participant deferral / active EE | $71 | $4,699-98.5% | $4,085-98.3% | $6,396-98.9% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |