Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $19,460 | $29,716-34.5% | $56,077-65.3% | $80,925-76.0% |
| Participation rate | 29.0% | 41.7%-12.7pp | 52.5%-23.5pp | 67.7%-38.6pp |
| Annual return | 35.11% | 35.30%-0.2pp | 1709.28%-1674.2pp | 35.65%-0.5pp |
| Employer contribution / active EE | $655 | $671-2.4% | $1,040-37.0% | $2,756-76.2% |
| Participant deferral / active EE | $1,523 | $1,228+23.9% | $1,954-22.1% | $4,299-64.6% |
| Admin fee / account holder | $135 | $2,432-94.5% | $2,825-95.2% | $6,940-98.1% |