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 | $27,113 | $81,696-66.8% | $70,494-61.5% | $158,982-82.9% |
| Participation rate | 68.4% | 77.7%-9.3pp | 75.1%-6.6pp | 82.0%-13.5pp |
| Annual return | 11.34% | 208.70%-197.4pp | 109.16%-97.8pp | 302.99%-291.7pp |
| Employer contribution / active EE | $950 | $3,220-70.5% | $2,738-65.3% | $4,763-80.0% |
| Participant deferral / active EE | $2,533 | $4,558-44.4% | $3,711-31.7% | $5,983-57.7% |
| Admin fee / account holder | $14 | $6,200-99.8% | $3,848-99.6% | $11,252-99.9% |