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 | $64,405 | $29,716+116.7% | $56,077+14.8% | $80,925-20.4% |
| Participation rate | 8.2% | 41.7%-33.5pp | 52.5%-44.3pp | 67.7%-59.5pp |
| Annual return | 15.77% | 35.30%-19.5pp | 1709.28%-1693.5pp | 35.65%-19.9pp |
| Employer contribution / active EE | $475 | $671-29.3% | $1,040-54.4% | $2,756-82.8% |
| Participant deferral / active EE | $1,532 | $1,228+24.7% | $1,954-21.6% | $4,299-64.4% |
| Admin fee / account holder | $140 | $2,432-94.3% | $2,825-95.1% | $6,940-98.0% |