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 | $49,359 | $76,522-35.5% | $56,033-11.9% | $145,884-66.2% |
| Participation rate | 9.1% | 63.2%-54.1pp | 52.5%-43.4pp | 80.3%-71.2pp |
| Annual return | 9.95% | 3014.28%-3004.3pp | 1711.38%-1701.4pp | 551.85%-541.9pp |
| Employer contribution / active EE | $304 | $1,382-78.0% | $1,041-70.8% | $4,662-93.5% |
| Participant deferral / active EE | $293 | $2,624-88.8% | $1,954-85.0% | $6,690-95.6% |
| Admin fee / account holder | $260 | $3,328-92.2% | $2,827-90.8% | $13,392-98.1% |