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 | $15,658 | $76,608-79.6% | $56,077-72.1% | $145,877-89.3% |
| Participation rate | 44.4% | 63.2%-18.8pp | 52.5%-8.1pp | 80.3%-35.9pp |
| Annual return | 13.99% | 3009.59%-2995.6pp | 1709.28%-1695.3pp | 551.28%-537.3pp |
| Employer contribution / active EE | $815 | $1,382-41.0% | $1,040-21.7% | $4,663-82.5% |
| Participant deferral / active EE | $1,946 | $2,624-25.9% | $1,954-0.4% | $6,691-70.9% |
| Admin fee / account holder | $189 | $3,325-94.3% | $2,825-93.3% | $13,402-98.6% |