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 | $16,024 | $54,674-70.7% | $76,089-78.9% | $74,429-78.5% |
| Participation rate | 25.0% | 60.3%-35.3pp | 69.1%-44.1pp | 67.2%-42.2pp |
| Annual return | 11.91% | 31.89%-20.0pp | 360.94%-349.0pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,690-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,107 | $3,071-64.0% | $4,259-74.0% | $4,348-74.6% |
| Admin fee / account holder | $254 | $2,238-88.6% | $6,418-96.0% | $1,944-86.9% |