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 | $4,514 | $114,119-96.0% | $107,187-95.8% | $138,895-96.8% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.0%-11.4pp | 79.9%-16.3pp |
| Annual return | 36.49% | 273.21%-236.7pp | 204.55%-168.1pp | 145.39%-108.9pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,358 | $5,538-57.4% | $5,096-53.7% | $6,396-63.1% |
| Admin fee / account holder | $263 | $10,024-97.4% | $9,162-97.1% | $12,562-97.9% |