Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,559 | $108,685-90.3% | $74,719-85.9% | $152,885-93.1% |
| Participation rate | 25.0% | 65.3%-40.3pp | 54.5%-29.5pp | 82.5%-57.5pp |
| Annual return | 25.50% | 114.09%-88.6pp | 753.05%-727.5pp | 345.39%-319.9pp |
| Employer contribution / active EE | $554 | $1,504-63.2% | $1,084-48.9% | $4,763-88.4% |
| Participant deferral / active EE | $1,486 | $2,712-45.2% | $1,963-24.3% | $5,851-74.6% |
| Admin fee / account holder | $219 | $4,905-95.5% | $3,334-93.4% | $11,598-98.1% |