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.
Annual investment return 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 | $6,090 | $57,057-89.3% | $85,009-92.8% | $80,874-92.5% |
| Participation rate | 60.6% | 56.4%+4.2pp | 67.5%-6.9pp | 67.6%-7.0pp |
| Annual return | 6.14% | 21.66%-15.5pp | 66.47%-60.3pp | 35.62%-29.5pp |
| Employer contribution / active EE | $1,878 | $1,799+4.4% | $2,728-31.2% | $2,756-31.8% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $4,986-100.0% | $6,153-100.0% | $6,935-100.0% |