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 | $2,078 | $67,823-96.9% | $52,425-96.0% | $137,256-98.5% |
| Participation rate | 33.3% | 63.9%-30.6pp | 55.6%-22.3pp | 80.0%-46.6pp |
| Annual return | 57.14% | 219.11%-162.0pp | 302.12%-245.0pp | 220.34%-163.2pp |
| Employer contribution / active EE | $272 | $1,163-76.6% | $914-70.3% | $4,156-93.5% |
| Participant deferral / active EE | $403 | $2,288-82.4% | $1,790-77.5% | $6,407-93.7% |
| Admin fee / account holder | $2 | $2,844-99.9% | $2,495-99.9% | $12,270-100.0% |