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 | $28,624+167.3% | $53,647+42.6% | $82,637-7.4% |
| Participation rate | 12.5% | 47.3%-34.8pp | 56.3%-43.8pp | 68.1%-55.6pp |
| Annual return | 27.20% | 664.98%-637.8pp | 358.33%-331.1pp | 53.51%-26.3pp |
| Employer contribution / active EE | $372 | $637-41.6% | $962-61.3% | $2,552-85.4% |
| Participant deferral / active EE | $1,709 | $1,196+42.8% | $1,813-5.8% | $4,126-58.6% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |