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 | $5,034 | $126,113-96.0% | $116,096-95.7% | $155,188-96.8% |
| Participation rate | 66.7% | 75.1%-8.5pp | 73.3%-6.7pp | 80.8%-14.1pp |
| Annual return | 48.74% | 391.72%-343.0pp | 326.25%-277.5pp | 148.84%-100.1pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,374 | $4,162-43.0% | $3,952-39.9% | $6,531-63.6% |
| Admin fee / account holder | $59 | $8,045-99.3% | $7,704-99.2% | $14,480-99.6% |