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 | $35,947 | $183,592-80.4% | $155,574-76.9% | $145,877-75.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 13.53% | 61.37%-47.8pp | 64.87%-51.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $2,793 | $5,317-47.5% | $4,676-40.3% | $4,663-40.1% |
| Participant deferral / active EE | $5,722 | $6,466-11.5% | $5,629+1.6% | $6,691-14.5% |
| Admin fee / account holder | $68 | $19,316-99.7% | $15,914-99.6% | $13,402-99.5% |