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 | $28,218 | $76,634-63.2% | $56,054-49.7% | $145,978-80.7% |
| Participation rate | 60.9% | 63.2%-2.4pp | 52.5%+8.4pp | 80.3%-19.4pp |
| Annual return | 13.84% | 3004.33%-2990.5pp | 1705.95%-1692.1pp | 550.52%-536.7pp |
| Employer contribution / active EE | $1,169 | $1,380-15.3% | $1,039+12.5% | $4,662-74.9% |
| Participant deferral / active EE | $3,196 | $2,622+21.9% | $1,952+63.7% | $6,690-52.2% |
| Admin fee / account holder | $277 | $3,321-91.7% | $2,822-90.2% | $13,400-97.9% |