Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $39,041 | $148,623-73.7% | $135,974-71.3% | $139,466-72.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 24.02% | 79.30%-55.3pp | 68.30%-44.3pp | 373.66%-349.6pp |
| Employer contribution / active EE | $3,825 | $5,246-27.1% | $4,859-21.3% | $4,754-19.5% |
| Participant deferral / active EE | $4,471 | $8,103-44.8% | $7,760-42.4% | $6,712-33.4% |
| Admin fee / account holder | $46 | $12,406-99.6% | $10,767-99.6% | $11,409-99.6% |