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 | $6,286 | $125,778-95.0% | $114,563-94.5% | $154,746-95.9% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.9%-47.9pp | 80.7%-55.7pp |
| Annual return | 46.23% | 295.14%-248.9pp | 241.09%-194.9pp | 172.34%-126.1pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,116 | $4,445-74.9% | $4,142-73.1% | $6,730-83.4% |
| Admin fee / account holder | $161 | $8,190-98.0% | $7,623-97.9% | $14,365-98.9% |