Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,294 | $27,936-73.9% | $58,561-87.5% | $75,173-90.3% |
| Participation rate | 27.8% | 38.8%-11.1pp | 50.9%-23.1pp | 67.2%-39.4pp |
| Annual return | 34.85% | 44.21%-9.4pp | 4251.33%-4216.5pp | 160.72%-125.9pp |
| Employer contribution / active EE | $308 | $670-54.0% | $1,053-70.8% | $2,671-88.5% |
| Participant deferral / active EE | $1,141 | $1,202-5.0% | $1,923-40.7% | $4,126-72.3% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,520-100.0% | $5,651-100.0% |