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 | $3,663 | $102,938-96.4% | $94,105-96.1% | $138,895-97.4% |
| Participation rate | 50.0% | 74.6%-24.6pp | 71.9%-21.9pp | 79.9%-29.9pp |
| Annual return | 25.05% | 250.28%-225.2pp | 204.55%-179.5pp | 145.39%-120.3pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $677 | $4,196-83.9% | $3,881-82.6% | $6,396-89.4% |
| Admin fee / account holder | $8 | $6,600-99.9% | $6,199-99.9% | $12,562-99.9% |