Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,496 | $108,285-87.5% | $77,552-82.6% | $158,982-91.5% |
| Participation rate | 18.2% | 64.4%-46.2pp | 54.2%-36.0pp | 82.0%-63.8pp |
| Annual return | 40.62% | 31.69%+8.9pp | 54.82%-14.2pp | 302.99%-262.4pp |
| Employer contribution / active EE | $293 | $1,325-77.9% | $987-70.3% | $4,763-93.8% |
| Participant deferral / active EE | $1,317 | $2,455-46.4% | $1,861-29.2% | $5,983-78.0% |
| Admin fee / account holder | $2 | $3,709-100.0% | $2,859-99.9% | $11,252-100.0% |