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 | $43,360 | $111,830-61.2% | $93,696-53.7% | $145,884-70.3% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 17.40% | 204.08%-186.7pp | 133.74%-116.3pp | 551.85%-534.5pp |
| Employer contribution / active EE | $2,268 | $3,093-26.7% | $2,422-6.3% | $4,662-51.3% |
| Participant deferral / active EE | $8,500 | $4,920+72.8% | $4,417+92.4% | $6,690+27.1% |
| Admin fee / account holder | $20 | $10,249-99.8% | $8,287-99.8% | $13,392-99.9% |