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 | $38,682 | $72,446-46.6% | $67,561-42.7% | $145,877-73.5% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 13.31% | 7211.98%-7198.7pp | 3525.44%-3512.1pp | 551.28%-538.0pp |
| Employer contribution / active EE | $773 | $3,072-74.8% | $2,735-71.7% | $4,663-83.4% |
| Participant deferral / active EE | $3,964 | $4,785-17.1% | $4,003-1.0% | $6,691-40.7% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |