Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $47,207 | $76,785-38.5% | $56,441-16.4% | $145,959-67.7% |
| Participation rate | 57.1% | 63.2%-6.1pp | 52.5%+4.6pp | 80.3%-23.1pp |
| Annual return | 12.27% | 3000.51%-2988.2pp | 1704.21%-1691.9pp | 561.95%-549.7pp |
| Employer contribution / active EE | $1,159 | $1,381-16.1% | $1,039+11.5% | $4,661-75.1% |
| Participant deferral / active EE | $9,129 | $2,624+247.9% | $1,953+367.4% | $6,689+36.5% |
| Admin fee / account holder | $95 | $3,334-97.2% | $2,829-96.6% | $13,398-99.3% |