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.
Participant 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 | $1,520 | $81,358-98.1% | $155,556-99.0% | $80,959-98.1% |
| Participation rate | 43.6% | 66.3%-22.7pp | 78.2%-34.6pp | 67.7%-24.1pp |
| Annual return | 0.00% | 33.39%-33.4pp | 64.84%-64.8pp | 35.67%-35.7pp |
| Employer contribution / active EE | $412 | $3,106-86.7% | $4,675-91.2% | $2,757-85.1% |
| Participant deferral / active EE | $563 | $3,455-83.7% | $5,631-90.0% | $4,300-86.9% |
| Admin fee / account holder | $15 | $7,994-99.8% | $15,885-99.9% | $6,925-99.8% |