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 | $34,682 | $29,319+18.3% | $52,425-33.8% | $82,448-57.9% |
| Participation rate | 50.0% | 46.9%+3.1pp | 55.6%-5.6pp | 68.1%-18.1pp |
| Annual return | 22.62% | 535.20%-512.6pp | 302.12%-279.5pp | 41.64%-19.0pp |
| Employer contribution / active EE | $396 | $586-32.5% | $914-56.7% | $2,551-84.5% |
| Participant deferral / active EE | $2,727 | $1,171+132.8% | $1,790+52.3% | $4,139-34.1% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |