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 | $33,639 | $84,551-60.2% | $61,452-45.3% | $134,532-75.0% |
| Participation rate | 38.9% | 62.2%-23.3pp | 52.6%-13.7pp | 81.2%-42.3pp |
| Annual return | 162.72% | 585.39%-422.7pp | 338.96%-176.2pp | 418.27%-255.5pp |
| Employer contribution / active EE | $707 | $1,545-54.2% | $1,160-39.0% | $4,741-85.1% |
| Participant deferral / active EE | $3,371 | $2,818+19.6% | $2,125+58.7% | $6,401-47.3% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |