Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $16,327 | $72,465-77.5% | $67,575-75.8% | $145,884-88.8% |
| Participation rate | 62.5% | 76.9%-14.4pp | 72.9%-10.4pp | 80.3%-17.8pp |
| Annual return | 19.54% | 7222.56%-7203.0pp | 3528.98%-3509.4pp | 551.85%-532.3pp |
| Employer contribution / active EE | $2,798 | $3,074-9.0% | $2,736+2.3% | $4,662-40.0% |
| Participant deferral / active EE | $2,844 | $4,786-40.6% | $4,003-29.0% | $6,690-57.5% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |