Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $46,684 | $51,606-9.5% | $129,339-63.9% | $80,911-42.3% |
| Participation rate | 17.1% | 57.0%-39.9pp | 69.6%-52.6pp | 67.6%-50.6pp |
| Annual return | 17.27% | 20.76%-3.5pp | 9437.05%-9419.8pp | 35.63%-18.4pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,774 | $2,669-33.5% | $4,170-57.5% | $4,297-58.7% |
| Admin fee / account holder | $0 | $4,310-100.0% | $7,668-100.0% | $6,935-100.0% |