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 | $27,552 | $102,595-73.1% | $94,057-70.7% | $154,746-82.2% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 19.68% | 583.42%-563.7pp | 480.62%-460.9pp | 172.34%-152.7pp |
| Employer contribution / active EE | $1,637 | $3,147-48.0% | $2,933-44.2% | $4,379-62.6% |
| Participant deferral / active EE | $2,783 | $5,118-45.6% | $4,709-40.9% | $6,730-58.6% |
| Admin fee / account holder | $291 | $7,736-96.2% | $7,244-96.0% | $14,365-98.0% |