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 | $35,422 | $84,233-57.9% | $170,444-79.2% | $70,131-49.5% |
| Participation rate | 68.3% | 70.8%-2.6pp | 83.6%-15.3pp | 69.5%-1.3pp |
| Annual return | 458.46% | 23.06%+435.4pp | 205.94%+252.5pp | 73.14%+385.3pp |
| Employer contribution / active EE | $1,569 | $3,387-53.7% | $5,433-71.1% | $2,342-33.0% |
| Participant deferral / active EE | $2,548 | $3,086-17.4% | $4,939-48.4% | $3,332-23.5% |
| Admin fee / account holder | $96 | $5,698-98.3% | $13,881-99.3% | $4,645-97.9% |