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 | $11,409 | $72,446-84.3% | $67,561-83.1% | $145,877-92.2% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 18.13% | 7211.98%-7193.9pp | 3525.44%-3507.3pp | 551.28%-533.2pp |
| Employer contribution / active EE | $776 | $3,072-74.7% | $2,735-71.6% | $4,663-83.4% |
| Participant deferral / active EE | $2,526 | $4,785-47.2% | $4,003-36.9% | $6,691-62.2% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |