Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $18,206 | $73,421-75.2% | $66,439-72.6% | $155,188-88.3% |
| Participation rate | 45.8% | 79.7%-33.9pp | 74.5%-28.7pp | 80.8%-35.0pp |
| Annual return | 16.02% | 1382.37%-1366.3pp | 757.66%-741.6pp | 148.84%-132.8pp |
| Employer contribution / active EE | $992 | $3,039-67.4% | $2,637-62.4% | $4,248-76.6% |
| Participant deferral / active EE | $1,436 | $4,680-69.3% | $3,876-63.0% | $6,531-78.0% |
| Admin fee / account holder | $42 | $8,856-99.5% | $6,173-99.3% | $14,480-99.7% |