Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $36,195 | $34,316+5.5% | $74,723-51.6% | $72,976-50.4% |
| Participation rate | 26.0% | 42.4%-16.4pp | 54.5%-28.4pp | 69.5%-43.5pp |
| Annual return | 2235.63% | 26.58%+2209.0pp | 753.18%+1482.5pp | 81.02%+2154.6pp |
| Employer contribution / active EE | $420 | $692-39.3% | $1,084-61.2% | $2,440-82.8% |
| Participant deferral / active EE | $618 | $1,272-51.4% | $1,962-68.5% | $3,608-82.9% |
| Admin fee / account holder | $139 | $2,125-93.4% | $3,335-95.8% | $5,124-97.3% |