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 | $5,749 | $85,024-93.2% | $70,544-91.9% | $139,466-95.9% |
| Participation rate | 58.8% | 73.9%-15.1pp | 68.4%-9.5pp | 80.3%-21.5pp |
| Annual return | 164.22% | 30.39%+133.8pp | 32.79%+131.4pp | 373.66%-209.4pp |
| Employer contribution / active EE | $1,100 | $3,912-71.9% | $2,976-63.0% | $4,754-76.9% |
| Participant deferral / active EE | $2,115 | $5,891-64.1% | $4,568-53.7% | $6,712-68.5% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |