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 | $24,552 | $160,070-84.7% | $147,117-83.3% | $145,897-83.2% |
| Participation rate | 29.2% | 84.0%-54.9pp | 82.2%-53.0pp | 80.3%-51.1pp |
| Annual return | 29.65% | 98.69%-69.0pp | 420.54%-390.9pp | 552.29%-522.6pp |
| Employer contribution / active EE | $1,251 | $5,285-76.3% | $4,932-74.6% | $4,663-73.2% |
| Participant deferral / active EE | $3,857 | $8,419-54.2% | $8,065-52.2% | $6,689-42.3% |
| Admin fee / account holder | $67 | $15,035-99.6% | $12,993-99.5% | $13,390-99.5% |