Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $56,179 | $117,829-52.3% | $102,423-45.2% | $145,877-61.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 18.08% | 31.83%-13.8pp | 29.42%-11.3pp | 551.28%-533.2pp |
| Employer contribution / active EE | $1,192 | $3,615-67.0% | $3,023-60.6% | $4,663-74.4% |
| Participant deferral / active EE | $2,509 | $5,732-56.2% | $5,054-50.3% | $6,691-62.5% |
| Admin fee / account holder | $85 | $13,335-99.4% | $9,455-99.1% | $13,402-99.4% |