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.
Participant 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 | $5,929 | $58,311-89.8% | $81,882-92.8% | $80,959-92.7% |
| Participation rate | 7.0% | 63.5%-56.4pp | 72.4%-65.3pp | 67.7%-60.6pp |
| Annual return | 25.40% | 41.85%-16.4pp | 779.47%-754.1pp | 35.67%-10.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $265 | $3,287-91.9% | $4,323-93.9% | $4,300-93.8% |
| Admin fee / account holder | $34 | $4,752-99.3% | $7,360-99.5% | $6,925-99.5% |