Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $22,833 | $138,076-83.5% | $123,553-81.5% | $135,380-83.1% |
| Participation rate | 47.4% | 84.7%-37.4pp | 82.3%-34.9pp | 82.6%-35.3pp |
| Annual return | 15.16% | 153.70%-138.5pp | 119.21%-104.0pp | 519.81%-504.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |