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 | $25,377 | $29,736-14.7% | $56,033-54.7% | $80,935-68.6% |
| Participation rate | 12.0% | 41.7%-29.7pp | 52.5%-40.5pp | 67.7%-55.7pp |
| Annual return | 13.65% | 35.28%-21.6pp | 1711.38%-1697.7pp | 35.66%-22.0pp |
| Employer contribution / active EE | $137 | $671-79.6% | $1,041-86.8% | $2,757-95.0% |
| Participant deferral / active EE | $762 | $1,228-37.9% | $1,954-61.0% | $4,299-82.3% |
| Admin fee / account holder | $131 | $2,434-94.6% | $2,827-95.4% | $6,924-98.1% |