Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,731 | $37,446-63.3% | $77,513-82.3% | $79,852-82.8% |
| Participation rate | 45.2% | 41.5%+3.6pp | 54.2%-9.0pp | 69.6%-24.5pp |
| Annual return | 153.58% | 39.76%+113.8pp | 54.81%+98.8pp | 31.72%+121.9pp |
| Employer contribution / active EE | $1,047 | $637+64.4% | $987+6.2% | $2,471-57.6% |
| Participant deferral / active EE | $1,854 | $1,261+47.1% | $1,861-0.4% | $3,740-50.4% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |