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 | $12,219 | $109,967-88.9% | $97,197-87.4% | $145,877-91.6% |
| Participation rate | 66.7% | 76.0%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 19.44% | 244.27%-224.8pp | 75.47%-56.0pp | 551.28%-531.8pp |
| Employer contribution / active EE | $826 | $3,077-73.1% | $2,723-69.6% | $4,663-82.3% |
| Participant deferral / active EE | $2,752 | $4,676-41.1% | $4,263-35.4% | $6,691-58.9% |
| Admin fee / account holder | $62 | $6,199-99.0% | $5,637-98.9% | $13,402-99.5% |