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 | $35 | $125,778-100.0% | $114,563-100.0% | $154,746-100.0% |
| Participation rate | 27.3% | 75.2%-47.9pp | 72.9%-45.6pp | 80.7%-53.4pp |
| Annual return | 0.00% | 295.14%-295.1pp | 241.09%-241.1pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9 | $4,445-99.8% | $4,142-99.8% | $6,730-99.9% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |