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 | $24,752 | $100,911-75.5% | $90,440-72.6% | $158,966-84.4% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.7%-52.7pp | 82.0%-62.0pp |
| Annual return | 16.01% | 1726.62%-1710.6pp | 1294.38%-1278.4pp | 302.95%-286.9pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,143 | $4,348-50.7% | $3,964-45.9% | $5,983-64.2% |
| Admin fee / account holder | $19 | $6,507-99.7% | $5,615-99.7% | $11,250-99.8% |