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 | $11,137 | $97,289-88.6% | $92,805-88.0% | $155,188-92.8% |
| Participation rate | 61.9% | 84.2%-22.3pp | 83.5%-21.6pp | 80.8%-18.9pp |
| Annual return | 0.00% | 29.03%-29.0pp | 31.59%-31.6pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,529 | $8,795-25.8% | $8,448-22.7% | $6,5310% |
| Admin fee / account holder | $8 | $12,015-99.9% | $10,911-99.9% | $14,480-99.9% |