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 | $17,577 | $81,331-78.4% | $155,534-88.7% | $80,935-78.3% |
| Participation rate | 29.0% | 66.3%-37.2pp | 78.2%-49.2pp | 67.7%-38.6pp |
| Annual return | 20.82% | 33.37%-12.5pp | 64.92%-44.1pp | 35.66%-14.8pp |
| Employer contribution / active EE | $744 | $3,105-76.0% | $4,675-84.1% | $2,757-73.0% |
| Participant deferral / active EE | $1,182 | $3,454-65.8% | $5,630-79.0% | $4,299-72.5% |
| Admin fee / account holder | $0 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |