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 | $3,836 | $46,599-91.8% | $64,101-94.0% | $75,173-94.9% |
| Participation rate | 52.0% | 65.9%-13.9pp | 72.3%-20.3pp | 67.2%-15.2pp |
| Annual return | 0.00% | 26.06%-26.1pp | 33.72%-33.7pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,969 | $1,975-0.3% | $2,749-28.4% | $2,671-26.3% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $20 | $2,956-99.3% | $3,070-99.4% | $5,651-99.7% |