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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,844 | $110,254+84.0% | $95,733+111.9% | $139,427+45.5% |
| Participation rate | 33.3% | 75.7%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 0.00% | 27.13%-27.1pp | 28.37%-28.4pp | 373.27%-373.3pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,244-100.0% | $6,711-100.0% |
| Admin fee / account holder | $25 | $6,607-99.6% | $5,673-99.6% | $11,404-99.8% |