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 | $12,840 | $88,702-85.5% | $81,780-84.3% | $145,978-91.2% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 14.08% | 1029.12%-1015.0pp | 776.27%-762.2pp | 550.52%-536.4pp |
| Employer contribution / active EE | $859 | $3,084-72.1% | $2,914-70.5% | $4,662-81.6% |
| Participant deferral / active EE | $2,628 | $4,645-43.4% | $4,321-39.2% | $6,690-60.7% |
| Admin fee / account holder | $52 | $8,414-99.4% | $7,384-99.3% | $13,400-99.6% |