Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $28,146 | $180,749-84.4% | $160,784-82.5% | $137,256-79.5% |
| Participation rate | 45.5% | 80.0%-34.5pp | 77.0%-31.5pp | 80.0%-34.5pp |
| Annual return | 21.43% | 2234.46%-2213.0pp | 1803.92%-1782.5pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,305 | $4,155-68.6% | $3,733-65.0% | $4,156-68.6% |
| Participant deferral / active EE | $5,151 | $6,844-24.7% | $6,293-18.1% | $6,407-19.6% |
| Admin fee / account holder | $36 | $10,397-99.7% | $9,717-99.6% | $12,270-99.7% |