Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,212 | $81,696-76.5% | $70,494-72.7% | $158,982-87.9% |
| Participation rate | 30.8% | 77.7%-47.0pp | 75.1%-44.3pp | 82.0%-51.2pp |
| Annual return | 17.39% | 208.70%-191.3pp | 109.16%-91.8pp | 302.99%-285.6pp |
| Employer contribution / active EE | $792 | $3,220-75.4% | $2,738-71.1% | $4,763-83.4% |
| Participant deferral / active EE | $1,436 | $4,558-68.5% | $3,711-61.3% | $5,983-76.0% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |