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 | $9,168 | $51,184-82.1% | $66,439-86.2% | $86,983-89.5% |
| Participation rate | 28.9% | 68.5%-39.6pp | 74.5%-45.6pp | 69.5%-40.7pp |
| Annual return | 30.92% | 17.07%+13.8pp | 757.66%-726.7pp | 25.83%+5.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,505 | $2,927-48.6% | $3,876-61.2% | $4,194-64.1% |
| Admin fee / account holder | $136 | $4,154-96.7% | $6,173-97.8% | $7,856-98.3% |