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 | $31,556 | $174,379-81.9% | $152,093-79.3% | $138,895-77.3% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 15.80% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,257 | $4,652-73.0% | $4,175-69.9% | $4,194-70.0% |
| Participant deferral / active EE | $4,929 | $6,159-20.0% | $5,451-9.6% | $6,396-22.9% |
| Admin fee / account holder | $205 | $16,880-98.8% | $14,497-98.6% | $12,562-98.4% |