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 | $15,468 | $201,372-92.3% | $184,260-91.6% | $145,884-89.4% |
| Participation rate | 25.0% | 87.5%-62.5pp | 86.8%-61.8pp | 80.3%-55.3pp |
| Annual return | 24.12% | 29.04%-4.9pp | 28.84%-4.7pp | 551.85%-527.7pp |
| Employer contribution / active EE | $1,790 | $7,024-74.5% | $6,427-72.1% | $4,662-61.6% |
| Participant deferral / active EE | $2,825 | $9,808-71.2% | $9,133-69.1% | $6,690-57.8% |
| Admin fee / account holder | $76 | $16,362-99.5% | $13,898-99.5% | $13,392-99.4% |