Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,635 | $88,778-73.4% | $81,844-71.1% | $145,884-83.8% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 12.92% | 1033.03%-1020.1pp | 778.87%-766.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $863 | $3,087-72.0% | $2,916-70.4% | $4,662-81.5% |
| Participant deferral / active EE | $3,114 | $4,648-33.0% | $4,323-28.0% | $6,690-53.4% |
| Admin fee / account holder | $123 | $8,430-98.5% | $7,355-98.3% | $13,392-99.1% |