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 | $25,576 | $115,903-77.9% | $100,528-74.6% | $158,966-83.9% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 62.63% | 34.80%+27.8pp | 30.90%+31.7pp | 302.95%-240.3pp |
| Employer contribution / active EE | $3,000 | $4,105-26.9% | $3,419-12.2% | $4,762-37.0% |
| Participant deferral / active EE | $4,938 | $6,677-26.0% | $6,271-21.3% | $5,983-17.5% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |