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.
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 | $6,575 | $166,242-96.0% | $165,071-96.0% | $145,884-95.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 0.00% | 100.44%-100.4pp | 70.17%-70.2pp | 551.85%-551.8pp |
| Employer contribution / active EE | $2,640 | $5,283-50.0% | $4,347-39.3% | $4,662-43.4% |
| Participant deferral / active EE | $3,902 | $6,964-44.0% | $6,035-35.3% | $6,690-41.7% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |