Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $36,984 | $107,015-65.4% | $73,545-49.7% | $147,585-74.9% |
| Participation rate | 13.6% | 66.4%-52.7pp | 54.9%-41.3pp | 82.8%-69.2pp |
| Annual return | 23.86% | 38.25%-14.4pp | -15.16%+39.0pp | 578.57%-554.7pp |
| Employer contribution / active EE | $1,197 | $1,760-32.0% | $1,219-1.8% | $4,876-75.4% |
| Participant deferral / active EE | $1,690 | $2,462-31.3% | $1,806-6.4% | $5,439-68.9% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |