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 | $54,245-100.0% | $93,727-100.0% | $77,762-100.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 68.7%-68.7pp | 70.6%-70.6pp |
| Annual return | 0.00% | 30.58%-30.6pp | 133.83%-133.8pp | 31.27%-31.3pp |
| Employer contribution / active EE | $3,353 | $1,168+187.1% | $2,421+38.5% | $2,728+22.9% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $575-100.0% | $8,292-100.0% | $433-100.0% |