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 | $0 | $78,690-100.0% | $161,489-100.0% | $87,485-100.0% |
| Participation rate | 0.0% | 67.5%-67.5pp | 78.7%-78.7pp | 68.9%-68.9pp |
| Annual return | 17.53% | 32.74%-15.2pp | 89.72%-72.2pp | 26.06%-8.5pp |
| Employer contribution / active EE | $770 | $2,588-70.2% | $4,268-82.0% | $2,596-70.3% |
| Participant deferral / active EE | $1,137 | $3,311-65.6% | $5,630-79.8% | $4,274-73.4% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |