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 | $32,783 | $166,131-80.3% | $164,975-80.1% | $145,877-77.5% |
| Participation rate | 43.8% | 82.0%-38.3pp | 78.6%-34.9pp | 80.3%-36.6pp |
| Annual return | 22.31% | 100.37%-78.1pp | 70.12%-47.8pp | 551.28%-529.0pp |
| Employer contribution / active EE | $1,549 | $5,276-70.6% | $4,343-64.3% | $4,663-66.8% |
| Participant deferral / active EE | $3,487 | $6,962-49.9% | $6,033-42.2% | $6,691-47.9% |
| Admin fee / account holder | $100 | $16,648-99.4% | $12,688-99.2% | $13,402-99.3% |