Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $36,496 | $96,678-62.3% | $86,640-57.9% | $139,466-73.8% |
| Participation rate | 57.1% | 74.4%-17.3pp | 71.7%-14.6pp | 80.3%-23.2pp |
| Annual return | 30.74% | 106.69%-75.9pp | 592.52%-561.8pp | 373.66%-342.9pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,832 | $4,837+61.9% | $4,438+76.5% | $6,712+16.7% |
| Admin fee / account holder | $201 | $6,410-96.9% | $5,616-96.4% | $11,409-98.2% |