Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,341 | $88,710-89.5% | $81,783-88.6% | $145,959-93.6% |
| Participation rate | 43.8% | 75.0%-31.3pp | 72.4%-28.6pp | 80.3%-36.5pp |
| Annual return | 13.19% | 1027.26%-1014.1pp | 775.05%-761.9pp | 561.95%-548.8pp |
| Employer contribution / active EE | $724 | $3,083-76.5% | $2,913-75.2% | $4,661-84.5% |
| Participant deferral / active EE | $897 | $4,645-80.7% | $4,320-79.2% | $6,689-86.6% |
| Admin fee / account holder | $45 | $8,407-99.5% | $7,380-99.4% | $13,398-99.7% |