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 | $4,441 | $112,184-96.0% | - | $145,884-97.0% |
| Participation rate | 60.0% | 68.9%-8.9pp | - | 80.3%-20.3pp |
| Annual return | 0.00% | 21.73%-21.7pp | - | 551.85%-551.8pp |
| Employer contribution / active EE | $893 | $5,728-84.4% | - | $4,662-80.9% |
| Participant deferral / active EE | $1,793 | $5,637-68.2% | - | $6,690-73.2% |
| Admin fee / account holder | $82 | $6,256-98.7% | - | $13,392-99.4% |