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 | $7,422 | $50,919-85.4% | $155,556-95.2% | $77,762-90.5% |
| Participation rate | 1.9% | 63.1%-61.2pp | 78.2%-76.3pp | 70.6%-68.7pp |
| Annual return | 25.33% | 34.84%-9.5pp | 64.84%-39.5pp | 31.27%-5.9pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $109 | $2,824-96.1% | $5,631-98.1% | $4,651-97.7% |
| Admin fee / account holder | $240 | $437-45.0% | $15,885-98.5% | $433-44.5% |