Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,243 | $100,139-90.8% | $85,187-89.2% | $145,884-93.7% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 16.20% | 84.15%-68.0pp | 66.67%-50.5pp | 551.85%-535.7pp |
| Employer contribution / active EE | $823 | $3,238-74.6% | $2,732-69.9% | $4,662-82.3% |
| Participant deferral / active EE | $1,154 | $5,296-78.2% | $4,525-74.5% | $6,690-82.8% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |