Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,469 | $29,716-61.4% | $56,077-79.5% | $80,925-85.8% |
| Participation rate | 30.5% | 41.7%-11.2pp | 52.5%-22.0pp | 67.7%-37.1pp |
| Annual return | 29.56% | 35.30%-5.7pp | 1709.28%-1679.7pp | 35.65%-6.1pp |
| Employer contribution / active EE | $101 | $671-85.0% | $1,040-90.3% | $2,756-96.3% |
| Participant deferral / active EE | $855 | $1,228-30.4% | $1,954-56.2% | $4,299-80.1% |
| Admin fee / account holder | $103 | $2,432-95.8% | $2,825-96.4% | $6,940-98.5% |