Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $44,521 | $76,608-41.9% | $56,077-20.6% | $145,877-69.5% |
| Participation rate | 52.9% | 63.2%-10.3pp | 52.5%+0.4pp | 80.3%-27.4pp |
| Annual return | 82.42% | 3009.59%-2927.2pp | 1709.28%-1626.9pp | 551.28%-468.9pp |
| Employer contribution / active EE | $753 | $1,382-45.5% | $1,040-27.7% | $4,663-83.9% |
| Participant deferral / active EE | $1,581 | $2,624-39.8% | $1,954-19.1% | $6,691-76.4% |
| Admin fee / account holder | $0 | $3,325-100.0% | $2,825-100.0% | $13,402-100.0% |