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 | $15,341 | $134,817-88.6% | $123,973-87.6% | $155,188-90.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 21.76% | 515.49%-493.7pp | 388.13%-366.4pp | 148.84%-127.1pp |
| Employer contribution / active EE | $2,227 | $4,425-49.7% | $4,126-46.0% | $4,248-47.6% |
| Participant deferral / active EE | $2,643 | $5,706-53.7% | $5,247-49.6% | $6,531-59.5% |
| Admin fee / account holder | $20 | $13,245-99.8% | $11,799-99.8% | $14,480-99.9% |