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 | $11,814 | $77,416-84.7% | $69,464-83.0% | $152,897-92.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.5%-32.5pp |
| Annual return | 7.09% | 39.08%-32.0pp | 28.98%-21.9pp | 345.43%-338.3pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,104 | $4,413-29.7% | $3,536-12.2% | $5,851-46.9% |
| Admin fee / account holder | $14 | $6,208-99.8% | $3,840-99.6% | $11,599-99.9% |