Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,420 | $88,778-93.9% | $81,844-93.4% | $145,884-96.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 15.88% | 1033.03%-1017.2pp | 778.87%-763.0pp | 551.85%-536.0pp |
| Employer contribution / active EE | $660 | $3,087-78.6% | $2,916-77.4% | $4,662-85.9% |
| Participant deferral / active EE | $964 | $4,648-79.3% | $4,323-77.7% | $6,690-85.6% |
| Admin fee / account holder | $14 | $8,430-99.8% | $7,355-99.8% | $13,392-99.9% |