Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $34,345 | $115,796-70.3% | $101,264-66.1% | $158,950-78.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 73.13% | 56.15%+17.0pp | 46.48%+26.6pp | 302.91%-229.8pp |
| Employer contribution / active EE | $840 | $4,175-79.9% | $3,660-77.0% | $4,762-82.4% |
| Participant deferral / active EE | $10,999 | $4,958+121.8% | $4,370+151.7% | $5,983+83.8% |
| Admin fee / account holder | $291 | $7,247-96.0% | $5,947-95.1% | $11,248-97.4% |