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 | $9,449 | $110,337-91.4% | $102,383-90.8% | $145,877-93.5% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 15.92% | 24.83%-8.9pp | 24.94%-9.0pp | 551.28%-535.4pp |
| Employer contribution / active EE | $946 | $4,216-77.6% | $3,870-75.5% | $4,663-79.7% |
| Participant deferral / active EE | $946 | $5,621-83.2% | $5,060-81.3% | $6,691-85.9% |
| Admin fee / account holder | $155 | $9,750-98.4% | $8,391-98.1% | $13,402-98.8% |