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 | $24,790 | $27,936-11.3% | $58,561-57.7% | $75,173-67.0% |
| Participation rate | 35.8% | 38.8%-3.0pp | 50.9%-15.0pp | 67.2%-31.4pp |
| Annual return | 41.99% | 44.21%-2.2pp | 4251.33%-4209.3pp | 160.72%-118.7pp |
| Employer contribution / active EE | $1,014 | $670+51.4% | $1,053-3.8% | $2,671-62.0% |
| Participant deferral / active EE | $2,182 | $1,202+81.5% | $1,923+13.4% | $4,126-47.1% |
| Admin fee / account holder | $4 | $1,727-99.8% | $2,520-99.9% | $5,651-99.9% |