Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,880 | $76,519-75.3% | $56,025-66.3% | $145,897-87.1% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 14.96% | 3017.03%-3002.1pp | 1712.69%-1697.7pp | 552.29%-537.3pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,326 | $2,624-49.5% | $1,955-32.2% | $6,689-80.2% |
| Admin fee / account holder | $18 | $3,331-99.4% | $2,828-99.4% | $13,390-99.9% |