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 | $8,094 | $72,471-88.8% | $94,215-91.4% | $86,983-90.7% |
| Participation rate | 36.3% | 63.9%-27.6pp | 70.0%-33.7pp | 69.5%-33.3pp |
| Annual return | 28.04% | 26.44%+1.6pp | 28.22%-0.2pp | 25.83%+2.2pp |
| Employer contribution / active EE | $1,025 | $1,936-47.0% | $2,675-61.7% | $2,584-60.3% |
| Participant deferral / active EE | $1,517 | $3,397-55.3% | $4,276-64.5% | $4,194-63.8% |
| Admin fee / account holder | $248 | $6,468-96.2% | $10,216-97.6% | $7,856-96.8% |