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 | $8,098 | $44,898-82.0% | $85,126-90.5% | $199,921-95.9% |
| Participation rate | 0.4% | 45.7%-45.4pp | 67.5%-67.2pp | 72.0%-71.6pp |
| Annual return | 0.00% | 20.98%-21.0pp | 66.63%-66.6pp | 34.28%-34.3pp |
| Employer contribution / active EE | $0 | $1,367-100.0% | $2,731-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $27 | $2,670-99.0% | $4,523-99.4% | $5,089-99.5% |
| Admin fee / account holder | $33 | $585-94.3% | $6,160-99.5% | $269-87.6% |