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 | $39,178 | $27,936+40.2% | $58,561-33.1% | $75,173-47.9% |
| Participation rate | 20.0% | 38.8%-18.8pp | 50.9%-30.9pp | 67.2%-47.2pp |
| Annual return | 25.27% | 44.21%-18.9pp | 4251.33%-4226.1pp | 160.72%-135.5pp |
| Employer contribution / active EE | $338 | $670-49.5% | $1,053-67.9% | $2,671-87.3% |
| Participant deferral / active EE | $2,024 | $1,202+68.4% | $1,923+5.2% | $4,126-50.9% |
| Admin fee / account holder | $3 | $1,727-99.8% | $2,520-99.9% | $5,651-100.0% |