Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $23,596 | $76,519-69.2% | $56,025-57.9% | $145,897-83.8% |
| Participation rate | 42.9% | 63.2%-20.4pp | 52.5%-9.7pp | 80.3%-37.4pp |
| Annual return | 14.51% | 3017.03%-3002.5pp | 1712.69%-1698.2pp | 552.29%-537.8pp |
| Employer contribution / active EE | $2,345 | $1,383+69.5% | $1,042+125.1% | $4,663-49.7% |
| Participant deferral / active EE | $4,431 | $2,624+68.8% | $1,955+126.7% | $6,689-33.8% |
| Admin fee / account holder | $123 | $3,331-96.3% | $2,828-95.6% | $13,390-99.1% |