Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,194 | $52,353-59.5% | $120,225-82.4% | $82,448-74.3% |
| Participation rate | 16.3% | 58.3%-42.1pp | 69.6%-53.3pp | 68.1%-51.8pp |
| Annual return | 20.48% | 61.85%-41.4pp | 439.23%-418.7pp | 41.64%-21.2pp |
| Employer contribution / active EE | $419 | $1,510-72.3% | $3,475-88.0% | $2,551-83.6% |
| Participant deferral / active EE | $822 | $2,627-68.7% | $3,999-79.5% | $4,139-80.1% |
| Admin fee / account holder | $0 | $4,363-100.0% | $5,696-100.0% | $7,234-100.0% |