Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,154 | $88,778-78.4% | $81,844-76.6% | $145,884-86.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 18.06% | 1033.03%-1015.0pp | 778.87%-760.8pp | 551.85%-533.8pp |
| Employer contribution / active EE | $1,625 | $3,087-47.4% | $2,916-44.3% | $4,662-65.1% |
| Participant deferral / active EE | $1,625 | $4,648-65.0% | $4,323-62.4% | $6,690-75.7% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |