Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,041 | $100,139-81.0% | $85,187-77.6% | $145,884-86.9% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 18.63% | 84.15%-65.5pp | 66.67%-48.0pp | 551.85%-533.2pp |
| Employer contribution / active EE | $712 | $3,238-78.0% | $2,732-74.0% | $4,662-84.7% |
| Participant deferral / active EE | $4,192 | $5,296-20.8% | $4,525-7.4% | $6,690-37.3% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |