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 | $76,501 | $29,319+160.9% | $52,425+45.9% | $82,448-7.2% |
| Participation rate | 12.5% | 46.9%-34.4pp | 55.6%-43.1pp | 68.1%-55.6pp |
| Annual return | 27.20% | 535.20%-508.0pp | 302.12%-274.9pp | 41.64%-14.4pp |
| Employer contribution / active EE | $372 | $586-36.6% | $914-59.3% | $2,551-85.4% |
| Participant deferral / active EE | $1,709 | $1,171+45.9% | $1,790-4.6% | $4,139-58.7% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |