Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $65,422 | $29,319+123.1% | $52,425+24.8% | $82,448-20.7% |
| Participation rate | 9.4% | 46.9%-37.5pp | 55.6%-46.2pp | 68.1%-58.7pp |
| Annual return | 20.02% | 535.20%-515.2pp | 302.12%-282.1pp | 41.64%-21.6pp |
| Employer contribution / active EE | $215 | $586-63.4% | $914-76.5% | $2,551-91.6% |
| Participant deferral / active EE | $965 | $1,171-17.6% | $1,790-46.1% | $4,139-76.7% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |