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 | $1,077 | $125,184-99.1% | $105,607-99.0% | $145,884-99.3% |
| Participation rate | 0.0% | 77.6%-77.6pp | 75.3%-75.3pp | 80.3%-80.3pp |
| Annual return | 0.00% | 225.00%-225.0pp | 116.11%-116.1pp | 551.85%-551.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $841 | $5,714-85.3% | $5,011-83.2% | $6,690-87.4% |
| Admin fee / account holder | $45 | $17,133-99.7% | $10,958-99.6% | $13,392-99.7% |