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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,106 | $72,396-91.6% | $67,511-91.0% | $145,959-95.8% |
| Participation rate | 26.3% | 76.9%-50.5pp | 72.9%-46.6pp | 80.3%-54.0pp |
| Annual return | 502.75% | 7194.07%-6691.3pp | 3517.41%-3014.7pp | 561.95%-59.2pp |
| Employer contribution / active EE | $0 | $3,071-100.0% | $2,733-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $823 | $4,781-82.8% | $4,000-79.4% | $6,689-87.7% |
| Admin fee / account holder | $38 | $5,538-99.3% | $3,999-99.0% | $13,398-99.7% |