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 | $23,785 | $100,901-76.4% | $75,501-68.5% | $147,586-83.9% |
| Participation rate | 33.3% | 77.1%-43.8pp | 72.4%-39.0pp | 82.8%-49.5pp |
| Annual return | 31.74% | 35.78%-4.0pp | 27.35%+4.4pp | 578.59%-546.9pp |
| Employer contribution / active EE | $1,517 | $3,253-53.4% | $2,352-35.5% | $4,876-68.9% |
| Participant deferral / active EE | $2,821 | $4,027-30.0% | $3,142-10.2% | $5,439-48.1% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |