Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,164 | $69,274-72.3% | $64,097-70.1% | $139,487-86.3% |
| Participation rate | 26.3% | 75.6%-49.3pp | 72.3%-46.0pp | 80.3%-54.0pp |
| Annual return | 15.62% | 46.00%-30.4pp | 33.75%-18.1pp | 373.84%-358.2pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,095 | $4,685-76.6% | $3,881-71.8% | $6,713-83.7% |
| Admin fee / account holder | $124 | $4,247-97.1% | $3,070-96.0% | $11,407-98.9% |