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 | $14,935 | $110,410-86.5% | $102,437-85.4% | $145,897-89.8% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 17.87% | 24.85%-7.0pp | 24.95%-7.1pp | 552.29%-534.4pp |
| Employer contribution / active EE | $1,663 | $4,217-60.6% | $3,871-57.0% | $4,663-64.3% |
| Participant deferral / active EE | $1,663 | $5,622-70.4% | $5,060-67.1% | $6,689-75.1% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |