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 | $1,896 | $123,155-98.5% | $108,753-98.3% | $155,188-98.8% |
| Participation rate | 42.9% | 75.6%-32.8pp | 71.1%-28.2pp | 80.8%-37.9pp |
| Annual return | 0.00% | 44.73%-44.7pp | 37.47%-37.5pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,513 | $4,623-67.3% | $4,115-63.2% | $6,531-76.8% |
| Admin fee / account holder | $5 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |