Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $35,373 | $104,937-66.3% | $84,628-58.2% | $152,897-76.9% |
| Participation rate | 37.5% | 74.8%-37.3pp | 68.2%-30.7pp | 82.5%-45.0pp |
| Annual return | 29.97% | 373.88%-343.9pp | 258.80%-228.8pp | 345.43%-315.5pp |
| Employer contribution / active EE | $602 | $3,303-81.8% | $2,653-77.3% | $4,764-87.4% |
| Participant deferral / active EE | $7,089 | $4,690+51.2% | $3,900+81.8% | $5,851+21.2% |
| Admin fee / account holder | $37 | $6,243-99.4% | $4,914-99.2% | $11,599-99.7% |