Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,876 | $34,308-62.5% | $74,713-82.8% | $72,986-82.4% |
| Participation rate | 50.0% | 42.4%+7.6pp | 54.5%-4.5pp | 69.5%-19.5pp |
| Annual return | 24.87% | 26.58%-1.7pp | 752.99%-728.1pp | 81.01%-56.1pp |
| Employer contribution / active EE | $852 | $692+23.1% | $1,084-21.4% | $2,440-65.1% |
| Participant deferral / active EE | $1,039 | $1,271-18.3% | $1,964-47.1% | $3,607-71.2% |
| Admin fee / account holder | $60 | $2,124-97.2% | $3,334-98.2% | $5,124-98.8% |