Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,698 | $30,421-71.4% | $56,077-84.5% | $74,429-88.3% |
| Participation rate | 1.8% | 32.9%-31.0pp | 52.5%-50.7pp | 67.2%-65.4pp |
| Annual return | 14.84% | 24.94%-10.1pp | 1709.28%-1694.4pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $1,954-100.0% | $4,348-100.0% |
| Admin fee / account holder | $38 | $2,363-98.4% | $2,825-98.7% | $1,944-98.1% |