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 | $17,307 | $169,161-89.8% | $129,295-86.6% | $145,959-88.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 15.52% | 14348.07%-14332.5pp | 9429.28%-9413.8pp | 561.95%-546.4pp |
| Employer contribution / active EE | $647 | $5,543-88.3% | $4,157-84.4% | $4,661-86.1% |
| Participant deferral / active EE | $2,590 | $4,989-48.1% | $4,169-37.9% | $6,689-61.3% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |