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 | $4,155 | $76,634-94.6% | $56,054-92.6% | $145,978-97.2% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 20.29% | 3004.33%-2984.0pp | 1705.95%-1685.7pp | 550.52%-530.2pp |
| Employer contribution / active EE | $2,112 | $1,380+53.0% | $1,039+103.3% | $4,662-54.7% |
| Participant deferral / active EE | $2,603 | $2,622-0.8% | $1,952+33.3% | $6,690-61.1% |
| Admin fee / account holder | $51 | $3,321-98.5% | $2,822-98.2% | $13,400-99.6% |