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 | $23,259 | $211,105-89.0% | $178,449-87.0% | $145,978-84.1% |
| Participation rate | 37.5% | 80.8%-43.3pp | 77.1%-39.6pp | 80.3%-42.8pp |
| Annual return | 18.95% | 30.19%-11.2pp | 27.09%-8.1pp | 550.52%-531.6pp |
| Employer contribution / active EE | $1,083 | $4,569-76.3% | $3,951-72.6% | $4,662-76.8% |
| Participant deferral / active EE | $2,784 | $6,959-60.0% | $6,277-55.6% | $6,690-58.4% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |