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 | $767 | $58,275-98.7% | $81,844-99.1% | $80,935-99.1% |
| Participation rate | 51.2% | 63.5%-12.3pp | 72.4%-21.2pp | 67.7%-16.5pp |
| Annual return | 0.00% | 41.82%-41.8pp | 778.87%-778.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $457 | $3,285-86.1% | $4,323-89.4% | $4,299-89.4% |
| Admin fee / account holder | $5 | $4,749-99.9% | $7,355-99.9% | $6,924-99.9% |