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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,566 | $88,710-66.7% | $81,783-63.8% | $145,959-79.7% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 72.83% | 1027.26%-954.4pp | 775.05%-702.2pp | 561.95%-489.1pp |
| Employer contribution / active EE | $2,120 | $3,083-31.2% | $2,913-27.2% | $4,661-54.5% |
| Participant deferral / active EE | $1,283 | $4,645-72.4% | $4,320-70.3% | $6,689-80.8% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |