Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $28,581 | $109,905-74.0% | $98,506-71.0% | $167,553-82.9% |
| Participation rate | 37.5% | 75.8%-38.3pp | 73.3%-35.8pp | 82.1%-44.6pp |
| Annual return | 28.01% | 1960.20%-1932.2pp | 1494.92%-1466.9pp | 478.89%-450.9pp |
| Employer contribution / active EE | $820 | $3,226-74.6% | $2,961-72.3% | $4,840-83.1% |
| Participant deferral / active EE | $1,606 | $4,674-65.6% | $4,277-62.4% | $6,343-74.7% |
| Admin fee / account holder | $113 | $6,760-98.3% | $5,955-98.1% | $12,316-99.1% |