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 | $4,318 | $43,730-90.1% | $66,674-93.5% | $64,097-93.3% |
| Participation rate | 39.1% | 50.7%-11.6pp | 73.7%-34.6pp | 55.2%-16.1pp |
| Annual return | 29.93% | 53.62%-23.7pp | 321.24%-291.3pp | 34.64%-4.7pp |
| Employer contribution / active EE | $0 | $1,673-100.0% | $2,620-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $622 | $2,122-70.7% | $4,084-84.8% | $3,080-79.8% |
| Admin fee / account holder | $263 | $2,708-90.3% | $5,098-94.8% | $3,454-92.4% |