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 | $25,977 | $41,016-36.7% | $152,093-82.9% | $64,097-59.5% |
| Participation rate | 20.2% | 51.3%-31.1pp | 77.8%-57.5pp | 55.2%-35.0pp |
| Annual return | 0.00% | 39.60%-39.6pp | 66.36%-66.4pp | 34.64%-34.6pp |
| Employer contribution / active EE | $52 | $1,342-96.2% | $4,175-98.8% | $1,891-97.3% |
| Participant deferral / active EE | $290 | $1,927-85.0% | $5,451-94.7% | $3,080-90.6% |
| Admin fee / account holder | $67 | $2,305-97.1% | $14,497-99.5% | $3,454-98.1% |