Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,287 | $114,073-70.8% | $96,161-65.4% | $167,518-80.1% |
| Participation rate | 11.8% | 75.1%-63.3pp | 68.4%-56.7pp | 82.1%-70.3pp |
| Annual return | 23.96% | 189.95%-166.0pp | 192.01%-168.1pp | 478.71%-454.8pp |
| Employer contribution / active EE | $495 | $3,428-85.5% | $2,798-82.3% | $4,838-89.8% |
| Participant deferral / active EE | $1,249 | $5,195-75.9% | $4,349-71.3% | $6,342-80.3% |
| Admin fee / account holder | $276 | $6,899-96.0% | $5,538-95.0% | $12,312-97.8% |