Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,919 | $102,595-85.5% | $94,057-84.1% | $154,746-90.4% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 80.7%-18.2pp |
| Annual return | 23.08% | 583.42%-560.3pp | 480.62%-457.5pp | 172.34%-149.3pp |
| Employer contribution / active EE | $579 | $3,147-81.6% | $2,933-80.3% | $4,379-86.8% |
| Participant deferral / active EE | $2,843 | $5,118-44.4% | $4,709-39.6% | $6,730-57.8% |
| Admin fee / account holder | $20 | $7,736-99.7% | $7,244-99.7% | $14,365-99.9% |