Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,819 | $76,519-96.3% | $56,025-95.0% | $145,897-98.1% |
| Participation rate | 65.0% | 63.2%+1.8pp | 52.5%+12.5pp | 80.3%-15.3pp |
| Annual return | 9.23% | 3017.03%-3007.8pp | 1712.69%-1703.5pp | 552.29%-543.1pp |
| Employer contribution / active EE | $748 | $1,383-45.9% | $1,042-28.2% | $4,663-84.0% |
| Participant deferral / active EE | $787 | $2,624-70.0% | $1,955-59.7% | $6,689-88.2% |
| Admin fee / account holder | $28 | $3,331-99.2% | $2,828-99.0% | $13,390-99.8% |