Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,707 | $115,903-77.8% | $100,528-74.4% | $158,966-83.8% |
| Participation rate | 44.4% | 81.6%-37.2pp | 79.4%-35.0pp | 82.0%-37.5pp |
| Annual return | 185.17% | 34.80%+150.4pp | 30.90%+154.3pp | 302.95%-117.8pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,598 | $6,677+28.8% | $6,271+37.1% | $5,983+43.7% |
| Admin fee / account holder | $171 | $11,000-98.4% | $8,084-97.9% | $11,250-98.5% |