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 | $12,311 | $48,284-74.5% | $67,524-81.8% | $80,911-84.8% |
| Participation rate | 46.9% | 66.4%-19.5pp | 72.9%-26.0pp | 67.6%-20.8pp |
| Annual return | 23.38% | 18.27%+5.1pp | 3519.41%-3496.0pp | 35.63%-12.3pp |
| Employer contribution / active EE | $1,219 | $2,021-39.7% | $2,734-55.4% | $2,756-55.8% |
| Participant deferral / active EE | $915 | $2,927-68.7% | $4,001-77.1% | $4,297-78.7% |
| Admin fee / account holder | $0 | $3,688-100.0% | $4,001-100.0% | $6,935-100.0% |