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 | $54,193-100.0% | $93,681-100.0% | $77,692-100.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 68.7%-68.7pp | 70.6%-70.6pp |
| Annual return | 0.00% | 30.54%-30.5pp | 133.47%-133.5pp | 31.25%-31.3pp |
| Employer contribution / active EE | $3,353 | $1,168+187.1% | $2,422+38.4% | $2,726+23.0% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,415-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,290-100.0% | $431-100.0% |