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 | $5,344 | $76,368-93.0% | $67,681-92.1% | $154,746-96.5% |
| Participation rate | 58.3% | 79.0%-20.6pp | 73.7%-15.4pp | 80.7%-22.4pp |
| Annual return | 0.00% | 1066.77%-1066.8pp | 590.58%-590.6pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,827 | $4,824-41.4% | $3,976-28.9% | $6,730-58.0% |
| Admin fee / account holder | $6 | $8,559-99.9% | $6,100-99.9% | $14,365-100.0% |