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 | $11,918 | $129,737-90.8% | $119,126-90.0% | $154,746-92.3% |
| Participation rate | 62.5% | 78.9%-16.4pp | 75.8%-13.3pp | 80.7%-18.2pp |
| Annual return | 0.00% | 379.08%-379.1pp | 282.11%-282.1pp | 172.34%-172.3pp |
| Employer contribution / active EE | $2,280 | $4,375-47.9% | $4,034-43.5% | $4,379-47.9% |
| Participant deferral / active EE | $4,554 | $5,842-22.0% | $5,318-14.4% | $6,730-32.3% |
| Admin fee / account holder | $34 | $11,961-99.7% | $10,693-99.7% | $14,365-99.8% |