Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $27,934 | $28,624-2.4% | $53,647-47.9% | $82,637-66.2% |
| Participation rate | 64.9% | 47.3%+17.6pp | 56.3%+8.6pp | 68.1%-3.2pp |
| Annual return | 26.49% | 664.98%-638.5pp | 358.33%-331.8pp | 53.51%-27.0pp |
| Employer contribution / active EE | $3,274 | $637+414.3% | $962+240.3% | $2,552+28.3% |
| Participant deferral / active EE | $2,742 | $1,196+129.2% | $1,813+51.2% | $4,126-33.5% |
| Admin fee / account holder | $159 | $2,022-92.1% | $2,460-93.5% | $7,339-97.8% |