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.
Employer 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 | $8,305 | $183,627-95.5% | $155,602-94.7% | $145,978-94.3% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 0.00% | 61.32%-61.3pp | 64.81%-64.8pp | 550.52%-550.5pp |
| Employer contribution / active EE | $854 | $5,316-83.9% | $4,675-81.7% | $4,662-81.7% |
| Participant deferral / active EE | $4,333 | $6,466-33.0% | $5,629-23.0% | $6,690-35.2% |
| Admin fee / account holder | $5 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |