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 | $43,633 | $108,695-59.9% | $74,722-41.6% | $152,897-71.5% |
| Participation rate | 66.7% | 65.4%+1.3pp | 54.5%+12.2pp | 82.5%-15.8pp |
| Annual return | 9.57% | 114.11%-104.5pp | 753.11%-743.5pp | 345.43%-335.9pp |
| Employer contribution / active EE | $1,238 | $1,504-17.7% | $1,084+14.2% | $4,764-74.0% |
| Participant deferral / active EE | $1,421 | $2,712-47.6% | $1,963-27.6% | $5,851-75.7% |
| Admin fee / account holder | $57 | $4,906-98.8% | $3,335-98.3% | $11,599-99.5% |