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 | $1,373 | $89,054-98.5% | $102,457-98.7% | $77,692-98.2% |
| Participation rate | 9.2% | 80.9%-71.7pp | 76.5%-67.3pp | 70.6%-61.4pp |
| Annual return | 0.00% | 25.02%-25.0pp | 29.41%-29.4pp | 31.25%-31.3pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,022-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $126 | $5,146-97.5% | $5,054-97.5% | $4,648-97.3% |
| Admin fee / account holder | $51 | $236-78.3% | $9,451-99.5% | $431-88.1% |