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 | $3,429 | $132,634-97.4% | $115,768-97.0% | $137,256-97.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 118.95% | 160.70%-41.7pp | 100.46%+18.5pp | 220.34%-101.4pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,683 | $5,619-70.1% | $4,917-65.8% | $6,407-73.7% |
| Admin fee / account holder | $62 | $15,028-99.6% | $12,439-99.5% | $12,270-99.5% |