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 | $7,937 | $63,703-87.5% | $93,063-91.5% | $82,448-90.4% |
| Participation rate | 22.4% | 63.8%-41.4pp | 72.1%-49.7pp | 68.1%-45.6pp |
| Annual return | 15.42% | -775.43%+790.8pp | 34.15%-18.7pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $665 | $2,919-77.2% | $3,958-83.2% | $4,139-83.9% |
| Admin fee / account holder | $0 | $5,982-100.0% | $6,033-100.0% | $7,234-100.0% |