Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $35,151 | $96,643-63.6% | $86,617-59.4% | $139,456-74.8% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 16.06% | 106.57%-90.5pp | 591.91%-575.9pp | 373.45%-357.4pp |
| Employer contribution / active EE | $1,114 | $3,264-65.9% | $3,023-63.2% | $4,753-76.6% |
| Participant deferral / active EE | $1,824 | $4,835-62.3% | $4,437-58.9% | $6,711-72.8% |
| Admin fee / account holder | $198 | $6,406-96.9% | $5,613-96.5% | $11,407-98.3% |