Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $28,118 | $107,030-73.7% | $73,550-61.8% | $147,586-80.9% |
| Participation rate | 38.1% | 66.4%-28.3pp | 54.9%-16.8pp | 82.8%-44.7pp |
| Annual return | 52.33% | 38.25%+14.1pp | -15.16%+67.5pp | 578.59%-526.3pp |
| Employer contribution / active EE | $523 | $1,760-70.3% | $1,219-57.1% | $4,876-89.3% |
| Participant deferral / active EE | $2,081 | $2,458-15.3% | $1,804+15.4% | $5,439-61.7% |
| Admin fee / account holder | $114 | $3,055-96.3% | $2,320-95.1% | $10,886-98.9% |