Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $27,626 | $169,356-83.7% | $129,406-78.7% | $145,897-81.1% |
| Participation rate | 52.4% | 76.5%-24.1pp | 69.6%-17.3pp | 80.3%-27.9pp |
| Annual return | 10.57% | 14418.62%-14408.0pp | 9468.18%-9457.6pp | 552.29%-541.7pp |
| Employer contribution / active EE | $684 | $5,542-87.6% | $4,155-83.5% | $4,663-85.3% |
| Participant deferral / active EE | $1,463 | $4,987-70.7% | $4,167-64.9% | $6,689-78.1% |
| Admin fee / account holder | $229 | $9,915-97.7% | $7,689-97.0% | $13,390-98.3% |