Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
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 | $14,621 | $72,446-79.8% | $67,561-78.4% | $145,877-90.0% |
| Participation rate | 58.8% | 76.9%-18.0pp | 72.9%-14.1pp | 80.3%-21.5pp |
| Annual return | 14.61% | 7211.98%-7197.4pp | 3525.44%-3510.8pp | 551.28%-536.7pp |
| Employer contribution / active EE | $725 | $3,072-76.4% | $2,735-73.5% | $4,663-84.5% |
| Participant deferral / active EE | $1,097 | $4,785-77.1% | $4,003-72.6% | $6,691-83.6% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |