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 | $19,619 | $90,614-78.3% | $76,089-74.2% | $145,877-86.6% |
| Participation rate | 69.6% | 74.5%-4.9pp | 69.1%+0.5pp | 80.3%-10.7pp |
| Annual return | 17.04% | 623.80%-606.8pp | 360.94%-343.9pp | 551.28%-534.2pp |
| Employer contribution / active EE | $941 | $3,324-71.7% | $2,690-65.0% | $4,663-79.8% |
| Participant deferral / active EE | $4,873 | $5,168-5.7% | $4,259+14.4% | $6,691-27.2% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |