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 | $27,823 | $211,288-86.8% | $178,540-84.4% | $145,884-80.9% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 13.55% | 30.27%-16.7pp | 27.15%-13.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $4,205 | $4,574-8.1% | $3,953+6.4% | $4,662-9.8% |
| Participant deferral / active EE | $4,205 | $6,967-39.6% | $6,281-33.0% | $6,690-37.1% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |