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 | $18,885 | $84,713-77.7% | $75,717-75.1% | $167,518-88.7% |
| Participation rate | 40.0% | 77.8%-37.8pp | 74.8%-34.8pp | 82.1%-42.1pp |
| Annual return | 20.40% | 199.49%-179.1pp | 104.58%-84.2pp | 478.71%-458.3pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,082 | $4,578-54.5% | $3,821-45.5% | $6,342-67.2% |
| Admin fee / account holder | $0 | $5,357-100.0% | $3,619-100.0% | $12,312-100.0% |