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 | $27,506 | $104,577-73.7% | $76,667-64.1% | $152,909-82.0% |
| Participation rate | 50.0% | 76.6%-26.6pp | 72.1%-22.1pp | 82.5%-32.5pp |
| Annual return | 22.79% | 1014.36%-991.6pp | 1166.74%-1143.9pp | 345.46%-322.7pp |
| Employer contribution / active EE | $998 | $3,119-68.0% | $2,303-56.7% | $4,764-79.0% |
| Participant deferral / active EE | $1,208 | $4,237-71.5% | $3,336-63.8% | $5,851-79.4% |
| Admin fee / account holder | $203 | $12,290-98.4% | $6,423-96.8% | $11,601-98.3% |