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 | $16,082 | $75,541-78.7% | $152,093-89.4% | $82,637-80.5% |
| Participation rate | 32.1% | 66.5%-34.4pp | 77.8%-45.6pp | 68.1%-35.9pp |
| Annual return | 42.12% | 32.56%+9.6pp | 66.36%-24.2pp | 53.51%-11.4pp |
| Employer contribution / active EE | $633 | $2,622-75.9% | $4,175-84.8% | $2,552-75.2% |
| Participant deferral / active EE | $2,263 | $3,206-29.4% | $5,451-58.5% | $4,126-45.1% |
| Admin fee / account holder | $192 | $6,405-97.0% | $14,497-98.7% | $7,339-97.4% |