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.
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 | $9,276 | $88,672-89.5% | $105,223-91.2% | $82,448-88.7% |
| Participation rate | 40.7% | 67.9%-27.2pp | 75.0%-34.3pp | 68.1%-27.3pp |
| Annual return | 38.24% | 30.86%+7.4pp | 180.65%-142.4pp | 41.64%-3.4pp |
| Employer contribution / active EE | $1,478 | $3,048-51.5% | $3,689-59.9% | $2,551-42.0% |
| Participant deferral / active EE | $1,869 | $4,036-53.7% | $5,072-63.1% | $4,139-54.8% |
| Admin fee / account holder | $15 | $7,146-99.8% | $8,859-99.8% | $7,234-99.8% |