Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,482 | $110,801-88.7% | $86,615-85.6% | $167,536-92.5% |
| Participation rate | 37.5% | 75.8%-38.3pp | 71.6%-34.1pp | 82.1%-44.6pp |
| Annual return | 20.94% | 116.96%-96.0pp | 63.51%-42.6pp | 478.82%-457.9pp |
| Employer contribution / active EE | $452 | $3,245-86.1% | $2,496-81.9% | $4,839-90.7% |
| Participant deferral / active EE | $2,160 | $4,547-52.5% | $3,699-41.6% | $6,342-65.9% |
| Admin fee / account holder | $49 | $8,417-99.4% | $5,830-99.2% | $12,315-99.6% |