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 | $493 | $100,279-99.5% | $81,353-99.4% | $145,884-99.7% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 9.27% | 34.49%-25.2pp | 24.82%-15.5pp | 551.85%-542.6pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $145 | $4,611-96.9% | $3,885-96.3% | $6,690-97.8% |
| Admin fee / account holder | $103 | $8,206-98.7% | $5,766-98.2% | $13,392-99.2% |