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 | $14,953 | $134,817-88.9% | $123,973-87.9% | $155,188-90.4% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 33.68% | 515.49%-481.8pp | 388.13%-354.5pp | 148.84%-115.2pp |
| Employer contribution / active EE | $1,689 | $4,425-61.8% | $4,126-59.1% | $4,248-60.2% |
| Participant deferral / active EE | $3,891 | $5,706-31.8% | $5,247-25.8% | $6,531-40.4% |
| Admin fee / account holder | $14 | $13,245-99.9% | $11,799-99.9% | $14,480-99.9% |