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 | $39,217 | $29,319+33.8% | $52,425-25.2% | $82,448-52.4% |
| Participation rate | 23.5% | 46.9%-23.3pp | 55.6%-32.1pp | 68.1%-44.5pp |
| Annual return | 28.33% | 535.20%-506.9pp | 302.12%-273.8pp | 41.64%-13.3pp |
| Employer contribution / active EE | $344 | $586-41.4% | $914-62.4% | $2,551-86.5% |
| Participant deferral / active EE | $1,530 | $1,171+30.6% | $1,790-14.5% | $4,139-63.0% |
| Admin fee / account holder | $199 | $1,962-89.9% | $2,495-92.0% | $7,234-97.3% |