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 | $5,755 | $107,666-94.7% | $102,184-94.4% | $154,746-96.3% |
| Participation rate | 37.5% | 83.7%-46.2pp | 82.6%-45.1pp | 80.7%-43.2pp |
| Annual return | 320.92% | 29.33%+291.6pp | 31.58%+289.3pp | 172.34%+148.6pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,960 | $8,719-54.6% | $8,309-52.3% | $6,730-41.2% |
| Admin fee / account holder | $73 | $12,943-99.4% | $11,609-99.4% | $14,365-99.5% |