Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,508 | $96,691-77.8% | $86,656-75.2% | $139,487-84.6% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 24.89% | 106.87%-82.0pp | 593.09%-568.2pp | 373.84%-348.9pp |
| Employer contribution / active EE | $1,157 | $3,267-64.6% | $3,025-61.8% | $4,755-75.7% |
| Participant deferral / active EE | $4,703 | $4,838-2.8% | $4,439+6.0% | $6,713-29.9% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |