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 | $38,441 | $29,319+31.1% | $52,425-26.7% | $82,448-53.4% |
| Participation rate | 31.4% | 46.9%-15.4pp | 55.6%-24.2pp | 68.1%-36.6pp |
| Annual return | 27.87% | 535.20%-507.3pp | 302.12%-274.3pp | 41.64%-13.8pp |
| Employer contribution / active EE | $620 | $586+5.8% | $914-32.1% | $2,551-75.7% |
| Participant deferral / active EE | $2,278 | $1,171+94.5% | $1,790+27.2% | $4,139-45.0% |
| Admin fee / account holder | $1 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |