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 | $36,666 | $178,174-79.4% | $156,181-76.5% | $137,256-73.3% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 0.00% | 84.19%-84.2pp | 64.87%-64.9pp | 220.34%-220.3pp |
| Employer contribution / active EE | $4,007 | $4,972-19.4% | $4,294-6.7% | $4,156-3.6% |
| Participant deferral / active EE | $20,333 | $6,888+195.2% | $6,132+231.6% | $6,407+217.4% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |