Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $33,726 | $102,385-67.1% | $147,080-77.1% | $80,935-58.3% |
| Participation rate | 48.6% | 75.9%-27.3pp | 82.2%-33.6pp | 67.7%-19.1pp |
| Annual return | 15.04% | 135.09%-120.1pp | 420.17%-405.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $1,119 | $3,717-69.9% | $4,933-77.3% | $2,757-59.4% |
| Participant deferral / active EE | $2,671 | $6,651-59.8% | $8,066-66.9% | $4,299-37.9% |
| Admin fee / account holder | $47 | $7,951-99.4% | $12,989-99.6% | $6,924-99.3% |