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 | $22,959 | $100,901-77.2% | $75,501-69.6% | $147,586-84.4% |
| Participation rate | 66.7% | 77.1%-10.5pp | 72.4%-5.7pp | 82.8%-16.2pp |
| Annual return | 12.63% | 35.78%-23.2pp | 27.35%-14.7pp | 578.59%-566.0pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,173 | $4,027-70.9% | $3,142-62.7% | $5,439-78.4% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |