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 | $28,639 | $156,970-81.8% | $121,210-76.4% | $139,487-79.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 13.44% | 1477.10%-1463.7pp | 987.41%-974.0pp | 373.84%-360.4pp |
| Employer contribution / active EE | $1,200 | $5,546-78.4% | $4,171-71.2% | $4,755-74.8% |
| Participant deferral / active EE | $1,200 | $4,849-75.3% | $4,084-70.6% | $6,713-82.1% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |