Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,105 | $169,336-88.7% | $129,384-85.2% | $145,884-86.9% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 10.46% | 14408.70%-14398.2pp | 9461.77%-9451.3pp | 551.85%-541.4pp |
| Employer contribution / active EE | $1,322 | $5,540-76.1% | $4,153-68.2% | $4,662-71.6% |
| Participant deferral / active EE | $3,039 | $4,985-39.0% | $4,166-27.0% | $6,690-54.6% |
| Admin fee / account holder | $194 | $9,912-98.0% | $7,686-97.5% | $13,392-98.6% |