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 | $162,529-90.8% | $130,788-88.5% | $154,746-90.3% |
| Participation rate | 64.3% | 75.9%-11.6pp | 70.1%-5.8pp | 80.7%-16.4pp |
| Annual return | 20.46% | 510.48%-490.0pp | 386.44%-366.0pp | 172.34%-151.9pp |
| Employer contribution / active EE | $857 | $4,447-80.7% | $3,558-75.9% | $4,379-80.4% |
| Participant deferral / active EE | $1,625 | $4,808-66.2% | $4,137-60.7% | $6,730-75.9% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |