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 | $8,052 | $126,661-93.6% | $113,397-92.9% | $138,895-94.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 0.00% | 25.05%-25.1pp | 23.20%-23.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,500 | $5,693-38.5% | $5,076-31.1% | $6,396-45.3% |
| Admin fee / account holder | $16 | $14,549-99.9% | $11,957-99.9% | $12,562-99.9% |