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 | $14,651 | $28,624-48.8% | $53,647-72.7% | $82,637-82.3% |
| Participation rate | 57.9% | 47.3%+10.6pp | 56.3%+1.6pp | 68.1%-10.2pp |
| Annual return | 26.41% | 664.98%-638.6pp | 358.33%-331.9pp | 53.51%-27.1pp |
| Employer contribution / active EE | $599 | $637-5.9% | $962-37.7% | $2,552-76.5% |
| Participant deferral / active EE | $1,712 | $1,196+43.1% | $1,813-5.6% | $4,126-58.5% |
| Admin fee / account holder | $28 | $2,022-98.6% | $2,460-98.8% | $7,339-99.6% |