Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $69,354 | $61,787+12.2% | $97,197-28.6% | $80,925-14.3% |
| Participation rate | 12.9% | 63.5%-50.6pp | 72.7%-59.8pp | 67.7%-54.8pp |
| Annual return | 16.39% | -558.16%+574.5pp | 75.47%-59.1pp | 35.65%-19.3pp |
| Employer contribution / active EE | $477 | $1,836-74.0% | $2,723-82.5% | $2,756-82.7% |
| Participant deferral / active EE | $1,339 | $3,027-55.8% | $4,263-68.6% | $4,299-68.8% |
| Admin fee / account holder | $78 | $5,170-98.5% | $5,637-98.6% | $6,940-98.9% |