Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $34,737 | $91,525-62.0% | $130,026-73.3% | $75,181-53.8% |
| Participation rate | 67.6% | 71.4%-3.8pp | 78.5%-10.8pp | 67.2%+0.4pp |
| Annual return | 19.88% | -631.40%+651.3pp | -137.26%+157.1pp | 160.69%-140.8pp |
| Employer contribution / active EE | $1,514 | $2,844-46.8% | $4,321-65.0% | $2,671-43.3% |
| Participant deferral / active EE | $3,940 | $4,342-9.3% | $5,821-32.3% | $4,126-4.5% |
| Admin fee / account holder | $278 | $6,778-95.9% | $10,608-97.4% | $5,650-95.1% |