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 | $10,206 | $134,817-92.4% | $123,973-91.8% | $155,188-93.4% |
| Participation rate | 47.4% | 79.4%-32.0pp | 76.7%-29.3pp | 80.8%-33.4pp |
| Annual return | 0.00% | 515.49%-515.5pp | 388.13%-388.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $1,379 | $4,425-68.8% | $4,126-66.6% | $4,248-67.5% |
| Participant deferral / active EE | $3,077 | $5,706-46.1% | $5,247-41.3% | $6,531-52.9% |
| Admin fee / account holder | $35 | $13,245-99.7% | $11,799-99.7% | $14,480-99.8% |