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 | $4,356 | $111,787-96.1% | $93,681-95.4% | $145,978-97.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 35.89% | 203.52%-167.6pp | 133.47%-97.6pp | 550.52%-514.6pp |
| Employer contribution / active EE | $3,028 | $3,093-2.1% | $2,422+25.0% | $4,662-35.1% |
| Participant deferral / active EE | $3,462 | $4,918-29.6% | $4,415-21.6% | $6,690-48.3% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |