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 | $1,966 | $96,123-98.0% | $77,361-97.5% | $198,609-99.0% |
| Participation rate | 66.7% | 81.1%-14.5pp | 75.0%-8.3pp | 82.4%-15.7pp |
| Annual return | 0.00% | 2054.81%-2054.8pp | 1011.54%-1011.5pp | 202.70%-202.7pp |
| Employer contribution / active EE | $766 | $3,791-79.8% | $2,990-74.4% | $5,055-84.8% |
| Participant deferral / active EE | $477 | $4,975-90.4% | $3,911-87.8% | $6,977-93.2% |
| Admin fee / account holder | $0 | $9,471-100.0% | $5,894-100.0% | $19,030-100.0% |