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 | $30,716 | $76,608-59.9% | $56,077-45.2% | $145,877-78.9% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.2pp | 80.3%-47.0pp |
| Annual return | 18.44% | 3009.59%-2991.1pp | 1709.28%-1690.8pp | 551.28%-532.8pp |
| Employer contribution / active EE | $1,604 | $1,382+16.1% | $1,040+54.2% | $4,663-65.6% |
| Participant deferral / active EE | $3,611 | $2,624+37.6% | $1,954+84.8% | $6,691-46.0% |
| Admin fee / account holder | $83 | $3,325-97.5% | $2,825-97.1% | $13,402-99.4% |