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 | $32,559 | $111,785-70.9% | $93,669-65.2% | $145,877-77.7% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 182.36% | 203.79%-21.4pp | 133.59%+48.8pp | 551.28%-368.9pp |
| Employer contribution / active EE | $1,084 | $3,096-65.0% | $2,424-55.3% | $4,663-76.8% |
| Participant deferral / active EE | $1,822 | $4,919-63.0% | $4,416-58.7% | $6,691-72.8% |
| Admin fee / account holder | $42 | $10,256-99.6% | $8,291-99.5% | $13,402-99.7% |