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 | $14,986 | $167,030-91.0% | $135,768-89.0% | $155,188-90.3% |
| Participation rate | 64.3% | 76.2%-11.9pp | 71.1%-6.8pp | 80.8%-16.5pp |
| Annual return | 20.46% | 678.39%-657.9pp | 526.10%-505.6pp | 148.84%-128.4pp |
| Employer contribution / active EE | $857 | $4,132-79.3% | $3,394-74.7% | $4,248-79.8% |
| Participant deferral / active EE | $1,625 | $4,528-64.1% | $3,977-59.1% | $6,531-75.1% |
| Admin fee / account holder | $0 | $8,172-100.0% | $7,048-100.0% | $14,480-100.0% |