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 | $14,795 | $72,071-79.5% | $68,368-78.4% | $137,256-89.2% |
| Participation rate | 41.2% | 76.2%-35.1pp | 73.8%-32.6pp | 80.0%-38.8pp |
| Annual return | 25.07% | 353.14%-328.1pp | 292.57%-267.5pp | 220.34%-195.3pp |
| Employer contribution / active EE | $777 | $2,788-72.1% | $2,649-70.7% | $4,156-81.3% |
| Participant deferral / active EE | $2,979 | $4,410-32.4% | $4,123-27.7% | $6,407-53.5% |
| Admin fee / account holder | $6 | $5,336-99.9% | $5,150-99.9% | $12,270-100.0% |