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 | $2,991 | $124,980-97.6% | $108,359-97.2% | $154,746-98.1% |
| Participation rate | 36.4% | 75.2%-38.8pp | 70.1%-33.8pp | 80.7%-44.3pp |
| Annual return | 0.00% | 45.00%-45.0pp | 36.89%-36.9pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,747 | $4,743-63.2% | $4,137-57.8% | $6,730-74.0% |
| Admin fee / account holder | $11 | $11,502-99.9% | $9,741-99.9% | $14,365-99.9% |