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 | $5,723 | $76,785-92.5% | $56,441-89.9% | $145,959-96.1% |
| Participation rate | 36.8% | 63.2%-26.4pp | 52.5%-15.7pp | 80.3%-43.4pp |
| Annual return | 17.17% | 3000.51%-2983.3pp | 1704.21%-1687.0pp | 561.95%-544.8pp |
| Employer contribution / active EE | $589 | $1,381-57.3% | $1,039-43.3% | $4,661-87.4% |
| Participant deferral / active EE | $715 | $2,624-72.8% | $1,953-63.4% | $6,689-89.3% |
| Admin fee / account holder | $143 | $3,334-95.7% | $2,829-94.9% | $13,398-98.9% |