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 | $3,503 | $48,284-92.7% | $67,524-94.8% | $80,911-95.7% |
| Participation rate | 18.0% | 66.4%-48.4pp | 72.9%-54.9pp | 67.6%-49.6pp |
| Annual return | 0.00% | 18.27%-18.3pp | 3519.41%-3519.4pp | 35.63%-35.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $579 | $2,927-80.2% | $4,001-85.5% | $4,297-86.5% |
| Admin fee / account holder | $70 | $3,688-98.1% | $4,001-98.3% | $6,935-99.0% |