Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $22,678 | $69,248-67.3% | $64,101-64.6% | $139,466-83.7% |
| Participation rate | 42.9% | 75.6%-32.7pp | 72.3%-29.5pp | 80.3%-37.5pp |
| Annual return | 15.64% | 45.95%-30.3pp | 33.72%-18.1pp | 373.66%-358.0pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,861 | $4,682-60.3% | $3,881-52.1% | $6,712-72.3% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |