Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $17,686 | $99,031-82.1% | $86,597-79.6% | $147,585-88.0% |
| Participation rate | 34.8% | 76.3%-41.6pp | 73.5%-38.8pp | 82.8%-48.0pp |
| Annual return | 17.10% | 1312.56%-1295.5pp | 964.96%-947.9pp | 578.57%-561.5pp |
| Employer contribution / active EE | $567 | $3,132-81.9% | $2,840-80.0% | $4,876-88.4% |
| Participant deferral / active EE | $2,897 | $3,972-27.1% | $3,609-19.7% | $5,439-46.7% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |