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 | $12,290 | $77,920-84.2% | $149,723-91.8% | $75,177-83.7% |
| Participation rate | 20.6% | 65.6%-45.0pp | 78.8%-58.2pp | 67.2%-46.6pp |
| Annual return | 26.38% | 31.72%-5.3pp | 134.50%-108.1pp | 160.75%-134.4pp |
| Employer contribution / active EE | $535 | $3,138-83.0% | $4,821-88.9% | $2,671-80.0% |
| Participant deferral / active EE | $1,965 | $3,411-42.4% | $5,682-65.4% | $4,126-52.4% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |