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 | $34,558 | $172,111-79.9% | $150,298-77.0% | $137,256-74.8% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 39.21% | 69.37%-30.2pp | 62.79%-23.6pp | 220.34%-181.1pp |
| Employer contribution / active EE | $1,757 | $4,636-62.1% | $4,154-57.7% | $4,156-57.7% |
| Participant deferral / active EE | $7,284 | $6,166+18.1% | $5,453+33.6% | $6,407+13.7% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |