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.
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 | $1,555 | $72,403-97.9% | $67,524-97.7% | $145,978-98.9% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 0.00% | 7197.23%-7197.2pp | 3519.41%-3519.4pp | 550.52%-550.5pp |
| Employer contribution / active EE | $607 | $3,072-80.3% | $2,734-77.8% | $4,662-87.0% |
| Participant deferral / active EE | $577 | $4,782-87.9% | $4,001-85.6% | $6,690-91.4% |
| Admin fee / account holder | $2 | $5,541-100.0% | $4,001-99.9% | $13,400-100.0% |