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 | $38,059 | $72,071-47.2% | $68,368-44.3% | $137,256-72.3% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.0%-16.3pp |
| Annual return | 23.38% | 353.14%-329.8pp | 292.57%-269.2pp | 220.34%-197.0pp |
| Employer contribution / active EE | $2,085 | $2,788-25.2% | $2,649-21.3% | $4,156-49.8% |
| Participant deferral / active EE | $4,224 | $4,410-4.2% | $4,123+2.5% | $6,407-34.1% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |