Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $52,421 | $81,763-35.9% | $58,561-10.5% | $139,466-62.4% |
| Participation rate | 46.2% | 61.3%-15.2pp | 50.9%-4.7pp | 80.3%-34.2pp |
| Annual return | 8.17% | 7427.77%-7419.6pp | 4251.33%-4243.2pp | 373.66%-365.5pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |