Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,091 | $101,063-86.1% | $81,473-82.7% | $147,586-90.5% |
| Participation rate | 55.6% | 74.5%-18.9pp | 68.0%-12.4pp | 82.8%-27.3pp |
| Annual return | 36.12% | 32.41%+3.7pp | 38.78%-2.7pp | 578.59%-542.5pp |
| Employer contribution / active EE | $1,360 | $3,206-57.6% | $2,568-47.0% | $4,876-72.1% |
| Participant deferral / active EE | $2,050 | $4,242-51.7% | $3,537-42.0% | $5,439-62.3% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |