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 | $29,653 | $76,634-61.3% | $56,054-47.1% | $145,978-79.7% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-47.0pp |
| Annual return | 14.87% | 3004.33%-2989.5pp | 1705.95%-1691.1pp | 550.52%-535.6pp |
| Employer contribution / active EE | $505 | $1,380-63.4% | $1,039-51.4% | $4,662-89.2% |
| Participant deferral / active EE | $843 | $2,622-67.9% | $1,952-56.8% | $6,690-87.4% |
| Admin fee / account holder | $166 | $3,321-95.0% | $2,822-94.1% | $13,400-98.8% |