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 | $7,960 | $57,590-86.2% | $86,233-90.8% | $82,448-90.3% |
| Participation rate | 5.9% | 57.9%-52.0pp | 69.0%-63.1pp | 68.1%-62.2pp |
| Annual return | 16.24% | 22.41%-6.2pp | 61.39%-45.1pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $4,730-100.0% | $8,342-100.0% | $7,234-100.0% |