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 | $11,160 | $28,624-61.0% | $53,647-79.2% | $82,637-86.5% |
| Participation rate | 36.8% | 47.3%-10.4pp | 56.3%-19.4pp | 68.1%-31.2pp |
| Annual return | 20.76% | 664.98%-644.2pp | 358.33%-337.6pp | 53.51%-32.8pp |
| Employer contribution / active EE | $589 | $637-7.6% | $962-38.8% | $2,552-76.9% |
| Participant deferral / active EE | $878 | $1,196-26.6% | $1,813-51.6% | $4,126-78.7% |
| Admin fee / account holder | $300 | $2,022-85.2% | $2,460-87.8% | $7,339-95.9% |