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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,864 | $69,118-95.9% | $53,647-94.7% | $138,895-97.9% |
| Participation rate | 58.3% | 64.0%-5.6pp | 56.3%+2.1pp | 79.9%-21.6pp |
| Annual return | 25.62% | 248.26%-222.6pp | 358.33%-332.7pp | 145.39%-119.8pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,189 | $2,274-47.7% | $1,813-34.4% | $6,396-81.4% |
| Admin fee / account holder | $241 | $2,724-91.2% | $2,460-90.2% | $12,562-98.1% |