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 | $9,215 | $160,028-94.2% | $147,080-93.7% | $145,884-93.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 22.93% | 98.60%-75.7pp | 420.17%-397.2pp | 551.85%-528.9pp |
| Employer contribution / active EE | $1,171 | $5,286-77.9% | $4,933-76.3% | $4,662-74.9% |
| Participant deferral / active EE | $1,780 | $8,422-78.9% | $8,066-77.9% | $6,690-73.4% |
| Admin fee / account holder | $25 | $15,030-99.8% | $12,989-99.8% | $13,392-99.8% |