Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $29,579 | $85,171-65.3% | $172,752-82.9% | $72,975-59.5% |
| Participation rate | 58.1% | 70.1%-12.0pp | 82.6%-24.6pp | 69.5%-11.4pp |
| Annual return | 37.61% | 27.32%+10.3pp | 802.97%-765.4pp | 81.01%-43.4pp |
| Employer contribution / active EE | $1,921 | $3,324-42.2% | $5,144-62.6% | $2,440-21.3% |
| Participant deferral / active EE | $3,931 | $3,260+20.6% | $5,198-24.4% | $3,608+8.9% |
| Admin fee / account holder | $26 | $5,880-99.6% | $13,955-99.8% | $5,124-99.5% |