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 | $2,952 | $125,778-97.7% | $114,563-97.4% | $154,746-98.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 21.01% | 295.14%-274.1pp | 241.09%-220.1pp | 172.34%-151.3pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,723 | $4,445-61.2% | $4,142-58.4% | $6,730-74.4% |
| Admin fee / account holder | $36 | $8,190-99.6% | $7,623-99.5% | $14,365-99.7% |