Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $56,549 | $27,936+102.4% | $58,561-3.4% | $75,173-24.8% |
| Participation rate | 21.4% | 38.8%-17.4pp | 50.9%-29.4pp | 67.2%-45.8pp |
| Annual return | 24.10% | 44.21%-20.1pp | 4251.33%-4227.2pp | 160.72%-136.6pp |
| Employer contribution / active EE | $503 | $670-24.8% | $1,053-52.2% | $2,671-81.2% |
| Participant deferral / active EE | $1,936 | $1,202+61.1% | $1,923+0.7% | $4,126-53.1% |
| Admin fee / account holder | $0 | $1,727-100.0% | $2,520-100.0% | $5,651-100.0% |