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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,874 | $88,702-74.2% | $81,780-72.0% | $145,978-84.3% |
| Participation rate | 15.0% | 75.0%-60.0pp | 72.4%-57.4pp | 80.3%-65.3pp |
| Annual return | 0.00% | 1029.12%-1029.1pp | 776.27%-776.3pp | 550.52%-550.5pp |
| Employer contribution / active EE | $13 | $3,084-99.6% | $2,914-99.5% | $4,662-99.7% |
| Participant deferral / active EE | $15 | $4,645-99.7% | $4,321-99.7% | $6,690-99.8% |
| Admin fee / account holder | $119 | $8,414-98.6% | $7,384-98.4% | $13,400-99.1% |