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 | $21,646 | $165,939-87.0% | $122,354-82.3% | $147,586-85.3% |
| Participation rate | 16.7% | 79.6%-62.9pp | 71.6%-55.0pp | 82.8%-66.2pp |
| Annual return | 24.21% | 34.56%-10.3pp | 30.28%-6.1pp | 578.59%-554.4pp |
| Employer contribution / active EE | $188 | $5,754-96.7% | $4,051-95.4% | $4,876-96.1% |
| Participant deferral / active EE | $735 | $4,005-81.6% | $3,287-77.6% | $5,439-86.5% |
| Admin fee / account holder | $8 | $7,425-99.9% | $5,479-99.9% | $10,886-99.9% |