Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $44,690 | $69,118-35.3% | $53,647-16.7% | $138,895-67.8% |
| Participation rate | 18.2% | 64.0%-45.8pp | 56.3%-38.1pp | 79.9%-61.7pp |
| Annual return | 24.87% | 248.26%-223.4pp | 358.33%-333.5pp | 145.39%-120.5pp |
| Employer contribution / active EE | $284 | $1,189-76.1% | $962-70.5% | $4,194-93.2% |
| Participant deferral / active EE | $2,186 | $2,274-3.9% | $1,813+20.5% | $6,396-65.8% |
| Admin fee / account holder | $18 | $2,724-99.3% | $2,460-99.3% | $12,562-99.9% |