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 | $41,367 | $29,736+39.1% | $56,033-26.2% | $80,935-48.9% |
| Participation rate | 17.6% | 41.7%-24.1pp | 52.5%-34.8pp | 67.7%-50.0pp |
| Annual return | 313.47% | 35.28%+278.2pp | 1711.38%-1397.9pp | 35.66%+277.8pp |
| Employer contribution / active EE | $319 | $671-52.4% | $1,041-69.3% | $2,757-88.4% |
| Participant deferral / active EE | $1,241 | $1,228+1.1% | $1,954-36.5% | $4,299-71.1% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,827-100.0% | $6,924-100.0% |