Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,584 | $101,063-77.7% | $81,473-72.3% | $147,586-84.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 71.49% | 32.41%+39.1pp | 38.78%+32.7pp | 578.59%-507.1pp |
| Employer contribution / active EE | $1,120 | $3,206-65.0% | $2,568-56.4% | $4,876-77.0% |
| Participant deferral / active EE | $13,066 | $4,242+208.0% | $3,537+269.4% | $5,439+140.2% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |