Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,534 | $52,353-24.5% | $120,225-67.1% | $82,448-52.0% |
| Participation rate | 59.1% | 58.3%+0.8pp | 69.6%-10.5pp | 68.1%-9.0pp |
| Annual return | 17.22% | 61.85%-44.6pp | 439.23%-422.0pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,784 | $1,510+18.1% | $3,475-48.7% | $2,551-30.1% |
| Participant deferral / active EE | $3,809 | $2,627+45.0% | $3,999-4.7% | $4,139-8.0% |
| Admin fee / account holder | $201 | $4,363-95.4% | $5,696-96.5% | $7,234-97.2% |