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 | $36,678 | $149,040-75.4% | $120,225-69.5% | $137,256-73.3% |
| Participation rate | 55.6% | 75.4%-19.9pp | 69.6%-14.0pp | 80.0%-24.4pp |
| Annual return | 14.65% | 605.68%-591.0pp | 439.23%-424.6pp | 220.34%-205.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $510 | $4,655-89.0% | $3,999-87.2% | $6,407-92.0% |
| Admin fee / account holder | $159 | $6,348-97.5% | $5,696-97.2% | $12,270-98.7% |