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 | $5,558 | $105,145-94.7% | $94,664-94.1% | $139,466-96.0% |
| Participation rate | 63.2% | 82.4%-19.2pp | 80.8%-17.7pp | 80.3%-17.2pp |
| Annual return | 0.00% | 38.09%-38.1pp | 156.84%-156.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,108 | $7,599-59.1% | $7,417-58.1% | $6,712-53.7% |
| Admin fee / account holder | $219 | $8,972-97.6% | $7,222-97.0% | $11,409-98.1% |