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.
Employer 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 | $885 | $101,618-99.1% | $93,063-99.0% | $137,256-99.4% |
| Participation rate | 54.5% | 74.9%-20.4pp | 72.1%-17.6pp | 80.0%-25.4pp |
| Annual return | 15.21% | 223.95%-208.7pp | 34.15%-18.9pp | 220.34%-205.1pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,002 | $4,279-76.6% | $3,958-74.7% | $6,407-84.4% |
| Admin fee / account holder | $76 | $6,198-98.8% | $6,033-98.7% | $12,270-99.4% |