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 | $12,411 | $81,331-84.7% | $155,534-92.0% | $80,935-84.7% |
| Participation rate | 61.5% | 66.3%-4.7pp | 78.2%-16.7pp | 67.7%-6.1pp |
| Annual return | 123.79% | 33.37%+90.4pp | 64.92%+58.9pp | 35.66%+88.1pp |
| Employer contribution / active EE | $977 | $3,105-68.5% | $4,675-79.1% | $2,757-64.6% |
| Participant deferral / active EE | $1,933 | $3,454-44.0% | $5,630-65.7% | $4,299-55.0% |
| Admin fee / account holder | $10 | $7,999-99.9% | $15,900-99.9% | $6,924-99.9% |