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 | $1,806 | $125,778-98.6% | $114,563-98.4% | $154,746-98.8% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.9%-17.3pp | 80.7%-25.1pp |
| Annual return | 0.00% | 295.14%-295.1pp | 241.09%-241.1pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,340 | $4,445-69.9% | $4,142-67.7% | $6,730-80.1% |
| Admin fee / account holder | $5 | $8,190-99.9% | $7,623-99.9% | $14,365-100.0% |