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 | $181,062-82.6% | $158,223-80.1% | $155,188-79.7% |
| Participation rate | 57.1% | 82.7%-25.5pp | 79.2%-22.1pp | 80.8%-23.7pp |
| Annual return | 15.80% | 57.39%-41.6pp | 52.09%-36.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $1,257 | $4,565-72.5% | $4,109-69.4% | $4,248-70.4% |
| Participant deferral / active EE | $4,929 | $6,134-19.7% | $5,467-9.8% | $6,531-24.5% |
| Admin fee / account holder | $205 | $18,825-98.9% | $16,047-98.7% | $14,480-98.6% |