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 | $16,526 | $76,608-78.4% | $56,077-70.5% | $145,877-88.7% |
| Participation rate | 11.8% | 63.2%-51.5pp | 52.5%-40.7pp | 80.3%-68.5pp |
| Annual return | 15.59% | 3009.59%-2994.0pp | 1709.28%-1693.7pp | 551.28%-535.7pp |
| Employer contribution / active EE | $171 | $1,382-87.6% | $1,040-83.6% | $4,663-96.3% |
| Participant deferral / active EE | $503 | $2,624-80.8% | $1,954-74.3% | $6,691-92.5% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |