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 | $27,823 | $111,535-75.1% | $105,223-73.6% | $137,256-79.7% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 25.48% | 237.85%-212.4pp | 180.65%-155.2pp | 220.34%-194.9pp |
| Employer contribution / active EE | $1,588 | $3,939-59.7% | $3,689-57.0% | $4,156-61.8% |
| Participant deferral / active EE | $7,036 | $5,500+27.9% | $5,072+38.7% | $6,407+9.8% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |