Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,478 | $48,337-78.3% | $67,560-84.5% | $80,959-87.1% |
| Participation rate | 66.7% | 66.4%+0.2pp | 72.9%-6.3pp | 67.7%-1.0pp |
| Annual return | 24.76% | 18.26%+6.5pp | 3533.50%-3508.7pp | 35.67%-10.9pp |
| Employer contribution / active EE | $943 | $2,023-53.4% | $2,737-65.6% | $2,757-65.8% |
| Participant deferral / active EE | $850 | $2,928-71.0% | $4,004-78.8% | $4,300-80.2% |
| Admin fee / account holder | $0 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |