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 | $15,856 | $201,372-92.1% | $184,260-91.4% | $145,884-89.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 0.00% | 29.04%-29.0pp | 28.84%-28.8pp | 551.85%-551.8pp |
| Employer contribution / active EE | $610 | $7,024-91.3% | $6,427-90.5% | $4,662-86.9% |
| Participant deferral / active EE | $10,138 | $9,808+3.4% | $9,133+11.0% | $6,690+51.5% |
| Admin fee / account holder | $4 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |