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 | $16,405 | $100,970-83.8% | $96,576-83.0% | $137,256-88.0% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 35.45% | 38.16%-2.7pp | 38.47%-3.0pp | 220.34%-184.9pp |
| Employer contribution / active EE | $1,813 | $3,809-52.4% | $3,553-49.0% | $4,156-56.4% |
| Participant deferral / active EE | $5,990 | $8,286-27.7% | $7,956-24.7% | $6,407-6.5% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |