Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,203 | $93,098-88.0% | $77,081-85.5% | $134,509-91.7% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | 365.09% | 62.63%+302.5pp | 42.33%+322.8pp | 418.13%-53.0pp |
| Employer contribution / active EE | $716 | $3,419-79.1% | $2,813-74.6% | $4,741-84.9% |
| Participant deferral / active EE | $1,649 | $5,239-68.5% | $4,428-62.7% | $6,400-74.2% |
| Admin fee / account holder | $45 | $6,945-99.4% | $5,427-99.2% | $11,427-99.6% |