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 | $2,109 | $73,421-97.1% | $66,439-96.8% | $155,188-98.6% |
| Participation rate | 25.0% | 79.7%-54.7pp | 74.5%-49.5pp | 80.8%-55.8pp |
| Annual return | 0.00% | 1382.37%-1382.4pp | 757.66%-757.7pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $528 | $4,680-88.7% | $3,876-86.4% | $6,531-91.9% |
| Admin fee / account holder | $10 | $8,856-99.9% | $6,173-99.8% | $14,480-99.9% |