Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,887 | $110,379-87.4% | $102,412-86.4% | $145,884-90.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 19.71% | 24.84%-5.1pp | 24.94%-5.2pp | 551.85%-532.1pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,132 | $5,622-62.1% | $5,060-57.9% | $6,690-68.1% |
| Admin fee / account holder | $18 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |