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 | $11,236 | $109,872-89.8% | $98,483-88.6% | $167,536-93.3% |
| Participation rate | 54.5% | 75.8%-21.3pp | 73.3%-18.8pp | 82.1%-27.6pp |
| Annual return | 17.19% | 1959.31%-1942.1pp | 1494.38%-1477.2pp | 478.82%-461.6pp |
| Employer contribution / active EE | $691 | $3,225-78.6% | $2,961-76.7% | $4,839-85.7% |
| Participant deferral / active EE | $1,344 | $4,673-71.2% | $4,276-68.6% | $6,342-78.8% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |