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 | $10,105 | $175,231-94.2% | $149,696-93.2% | $139,466-92.8% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 0.00% | 166.77%-166.8pp | 134.46%-134.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $171 | $5,478-96.9% | $4,821-96.5% | $4,754-96.4% |
| Participant deferral / active EE | $2,156 | $6,521-66.9% | $5,682-62.1% | $6,712-67.9% |
| Admin fee / account holder | $7 | $16,155-100.0% | $13,212-100.0% | $11,409-99.9% |