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 | $22,782 | $68,097-66.5% | $62,929-63.8% | $137,256-83.4% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.0%-30.0pp |
| Annual return | 13.40% | 1859.11%-1845.7pp | 1063.93%-1050.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,207 | $2,811-57.1% | $2,505-51.8% | $4,156-71.0% |
| Participant deferral / active EE | $1,674 | $4,553-63.2% | $3,888-56.9% | $6,407-73.9% |
| Admin fee / account holder | $23 | $6,521-99.6% | $5,065-99.5% | $12,270-99.8% |