Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,602 | $76,785-84.9% | $56,441-79.4% | $145,959-92.1% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 18.14% | 3000.51%-2982.4pp | 1704.21%-1686.1pp | 561.95%-543.8pp |
| Employer contribution / active EE | $383 | $1,381-72.3% | $1,039-63.2% | $4,661-91.8% |
| Participant deferral / active EE | $841 | $2,624-67.9% | $1,953-56.9% | $6,689-87.4% |
| Admin fee / account holder | $69 | $3,334-97.9% | $2,829-97.6% | $13,398-99.5% |