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 | $14,111 | $96,691-85.4% | $86,656-83.7% | $139,487-89.9% |
| Participation rate | 18.8% | 74.4%-55.7pp | 71.7%-53.0pp | 80.3%-61.6pp |
| Annual return | 184.61% | 106.87%+77.7pp | 593.09%-408.5pp | 373.84%-189.2pp |
| Employer contribution / active EE | $397 | $3,267-87.8% | $3,025-86.9% | $4,755-91.6% |
| Participant deferral / active EE | $2,634 | $4,838-45.6% | $4,439-40.7% | $6,713-60.8% |
| Admin fee / account holder | $5 | $6,414-99.9% | $5,619-99.9% | $11,407-100.0% |