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 | $1,446 | $129,737-98.9% | $119,126-98.8% | $154,746-99.1% |
| Participation rate | 69.2% | 78.9%-9.6pp | 75.8%-6.5pp | 80.7%-11.5pp |
| Annual return | 25.59% | 379.08%-353.5pp | 282.11%-256.5pp | 172.34%-146.7pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,879 | $5,842-67.8% | $5,318-64.7% | $6,730-72.1% |
| Admin fee / account holder | $285 | $11,961-97.6% | $10,693-97.3% | $14,365-98.0% |