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 | $13,965 | $76,522-81.8% | $56,033-75.1% | $145,884-90.4% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 16.71% | 3014.28%-2997.6pp | 1711.38%-1694.7pp | 551.85%-535.1pp |
| Employer contribution / active EE | $1,055 | $1,382-23.7% | $1,041+1.3% | $4,662-77.4% |
| Participant deferral / active EE | $2,727 | $2,624+3.9% | $1,954+39.6% | $6,690-59.2% |
| Admin fee / account holder | $71 | $3,328-97.9% | $2,827-97.5% | $13,392-99.5% |