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 | $52,840 | $103,000-48.7% | $90,300-41.5% | $152,885-65.4% |
| Participation rate | 22.2% | 75.9%-53.6pp | 73.3%-51.0pp | 82.5%-60.2pp |
| Annual return | 28.45% | 95.19%-66.7pp | 78.11%-49.7pp | 345.39%-316.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $2,854-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,458 | $4,281-19.2% | $3,884-11.0% | $5,851-40.9% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |