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 | $14,875 | $104,924-85.8% | $84,623-82.4% | $152,885-90.3% |
| Participation rate | 35.0% | 74.8%-39.8pp | 68.2%-33.2pp | 82.5%-47.5pp |
| Annual return | 21.48% | 373.82%-352.3pp | 258.77%-237.3pp | 345.39%-323.9pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,284 | $4,689-72.6% | $3,899-67.1% | $5,851-78.1% |
| Admin fee / account holder | $209 | $6,242-96.7% | $4,913-95.7% | $11,598-98.2% |