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 | $8,000 | $77,908-89.7% | $149,696-94.7% | $75,173-89.4% |
| Participation rate | 51.6% | 65.6%-14.0pp | 78.8%-27.2pp | 67.2%-15.6pp |
| Annual return | 0.00% | 31.73%-31.7pp | 134.46%-134.5pp | 160.72%-160.7pp |
| Employer contribution / active EE | $763 | $3,138-75.7% | $4,821-84.2% | $2,671-71.4% |
| Participant deferral / active EE | $3,415 | $3,411+0.1% | $5,682-39.9% | $4,126-17.2% |
| Admin fee / account holder | $5 | $5,950-99.9% | $13,212-100.0% | $5,651-99.9% |