Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,125 | $108,285-69.4% | $77,552-57.3% | $158,982-79.2% |
| Participation rate | 54.5% | 64.4%-9.9pp | 54.2%+0.4pp | 82.0%-27.4pp |
| Annual return | 17.59% | 31.69%-14.1pp | 54.82%-37.2pp | 302.99%-285.4pp |
| Employer contribution / active EE | $667 | $1,325-49.7% | $987-32.4% | $4,763-86.0% |
| Participant deferral / active EE | $2,823 | $2,455+15.0% | $1,861+51.7% | $5,983-52.8% |
| Admin fee / account holder | $20 | $3,709-99.5% | $2,859-99.3% | $11,252-99.8% |