Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,436 | $67,823-92.0% | $52,425-89.6% | $137,256-96.0% |
| Participation rate | 57.9% | 63.9%-6.0pp | 55.6%+2.3pp | 80.0%-22.1pp |
| Annual return | 23.82% | 219.11%-195.3pp | 302.12%-278.3pp | 220.34%-196.5pp |
| Employer contribution / active EE | $561 | $1,163-51.8% | $914-38.7% | $4,156-86.5% |
| Participant deferral / active EE | $971 | $2,288-57.5% | $1,790-45.7% | $6,407-84.8% |
| Admin fee / account holder | $144 | $2,844-94.9% | $2,495-94.2% | $12,270-98.8% |