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 | $24,148 | $88,778-72.8% | $81,844-70.5% | $145,884-83.4% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 13.70% | 1033.03%-1019.3pp | 778.87%-765.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,000 | $3,087-67.6% | $2,916-65.7% | $4,662-78.6% |
| Participant deferral / active EE | $1,360 | $4,648-70.7% | $4,323-68.6% | $6,690-79.7% |
| Admin fee / account holder | $21 | $8,430-99.7% | $7,355-99.7% | $13,392-99.8% |