Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,758 | $29,733-84.0% | $56,025-91.5% | $80,959-94.1% |
| Participation rate | 61.5% | 41.7%+19.7pp | 52.5%+8.9pp | 67.7%-6.2pp |
| Annual return | 13.72% | 35.28%-21.6pp | 1712.69%-1699.0pp | 35.67%-22.0pp |
| Employer contribution / active EE | $284 | $672-57.7% | $1,042-72.7% | $2,757-89.7% |
| Participant deferral / active EE | $669 | $1,229-45.6% | $1,955-65.8% | $4,300-84.5% |
| Admin fee / account holder | $121 | $2,434-95.0% | $2,828-95.7% | $6,925-98.3% |