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 | $33,952 | $99,011-65.7% | $86,582-60.8% | $147,586-77.0% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 15.35% | 1312.75%-1297.4pp | 965.08%-949.7pp | 578.59%-563.2pp |
| Employer contribution / active EE | $650 | $3,132-79.2% | $2,839-77.1% | $4,876-86.7% |
| Participant deferral / active EE | $650 | $3,972-83.6% | $3,609-82.0% | $5,439-88.0% |
| Admin fee / account holder | $10 | $5,709-99.8% | $4,904-99.8% | $10,886-99.9% |