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 | $29,022 | $96,691-70.0% | $86,656-66.5% | $139,487-79.2% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 16.62% | 106.87%-90.2pp | 593.09%-576.5pp | 373.84%-357.2pp |
| Employer contribution / active EE | $1,048 | $3,267-67.9% | $3,025-65.4% | $4,755-78.0% |
| Participant deferral / active EE | $8,977 | $4,838+85.6% | $4,439+102.2% | $6,713+33.7% |
| Admin fee / account holder | $92 | $6,414-98.6% | $5,619-98.4% | $11,407-99.2% |