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 | $34,093 | $67,823-49.7% | $52,425-35.0% | $137,256-75.2% |
| Participation rate | 63.6% | 63.9%-0.3pp | 55.6%+8.0pp | 80.0%-16.3pp |
| Annual return | 21.01% | 219.11%-198.1pp | 302.12%-281.1pp | 220.34%-199.3pp |
| Employer contribution / active EE | $813 | $1,163-30.1% | $914-11.1% | $4,156-80.4% |
| Participant deferral / active EE | $2,465 | $2,288+7.7% | $1,790+37.7% | $6,407-61.5% |
| Admin fee / account holder | $67 | $2,844-97.6% | $2,495-97.3% | $12,270-99.5% |