Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,554 | $104,650-94.7% | $83,854-93.4% | $155,188-96.4% |
| Participation rate | 60.0% | 65.1%-5.1pp | 59.1%+0.9pp | 80.8%-20.8pp |
| Annual return | 90.36% | 28.97%+61.4pp | 31.39%+59.0pp | 148.84%-58.5pp |
| Employer contribution / active EE | $521 | $1,196-56.5% | $1,017-48.8% | $4,248-87.7% |
| Participant deferral / active EE | $891 | $2,367-62.4% | $2,035-56.2% | $6,531-86.4% |
| Admin fee / account holder | $22 | $3,518-99.4% | $3,197-99.3% | $14,480-99.8% |