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 | $26,736 | $199,109-86.6% | $173,730-84.6% | $154,746-82.7% |
| Participation rate | 14.3% | 82.8%-68.5pp | 79.6%-65.3pp | 80.7%-66.4pp |
| Annual return | 22.58% | 20.02%+2.6pp | 19.96%+2.6pp | 172.34%-149.8pp |
| Employer contribution / active EE | $1,236 | $5,311-76.7% | $4,577-73.0% | $4,379-71.8% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |