Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $44,892 | $28,624+56.8% | $53,647-16.3% | $82,637-45.7% |
| Participation rate | 25.7% | 47.3%-21.6pp | 56.3%-30.6pp | 68.1%-42.3pp |
| Annual return | 120.00% | 664.98%-545.0pp | 358.33%-238.3pp | 53.51%+66.5pp |
| Employer contribution / active EE | $446 | $637-29.9% | $962-53.6% | $2,552-82.5% |
| Participant deferral / active EE | $1,448 | $1,196+21.0% | $1,813-20.2% | $4,126-64.9% |
| Admin fee / account holder | $23 | $2,022-98.8% | $2,460-99.0% | $7,339-99.7% |