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 | $29,891 | $29,319+2.0% | $52,425-43.0% | $82,448-63.7% |
| Participation rate | 28.6% | 46.9%-18.3pp | 55.6%-27.1pp | 68.1%-39.5pp |
| Annual return | 17.43% | 535.20%-517.8pp | 302.12%-284.7pp | 41.64%-24.2pp |
| Employer contribution / active EE | $508 | $586-13.4% | $914-44.4% | $2,551-80.1% |
| Participant deferral / active EE | $692 | $1,171-40.9% | $1,790-61.3% | $4,139-83.3% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |