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 | $49,210 | $29,716+65.6% | $56,077-12.2% | $80,925-39.2% |
| Participation rate | 20.0% | 41.7%-21.7pp | 52.5%-32.5pp | 67.7%-47.7pp |
| Annual return | 10.97% | 35.30%-24.3pp | 1709.28%-1698.3pp | 35.65%-24.7pp |
| Employer contribution / active EE | $471 | $671-29.8% | $1,040-54.7% | $2,756-82.9% |
| Participant deferral / active EE | $2,569 | $1,228+109.1% | $1,954+31.5% | $4,299-40.2% |
| Admin fee / account holder | $176 | $2,432-92.8% | $2,825-93.8% | $6,940-97.5% |