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 | $9,264 | $110,248-91.6% | $95,728-90.3% | $139,456-93.4% |
| Participation rate | 57.1% | 75.7%-18.6pp | 72.3%-15.1pp | 80.3%-23.2pp |
| Annual return | 53.77% | 27.16%+26.6pp | 28.40%+25.4pp | 373.45%-319.7pp |
| Employer contribution / active EE | $1,024 | $3,258-68.6% | $2,835-63.9% | $4,753-78.5% |
| Participant deferral / active EE | $3,111 | $4,675-33.5% | $4,245-26.7% | $6,711-53.6% |
| Admin fee / account holder | $0 | $6,607-100.0% | $5,673-100.0% | $11,407-100.0% |