Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,842 | $157,829-83.0% | $136,867-80.4% | $198,609-86.5% |
| Participation rate | 56.3% | 77.2%-20.9pp | 74.5%-18.3pp | 82.4%-26.1pp |
| Annual return | 19.34% | 51.25%-31.9pp | 42.97%-23.6pp | 202.70%-183.4pp |
| Employer contribution / active EE | $1,150 | $3,923-70.7% | $3,547-67.6% | $5,055-77.3% |
| Participant deferral / active EE | $2,455 | $5,463-55.1% | $4,924-50.1% | $6,977-64.8% |
| Admin fee / account holder | $57 | $11,107-99.5% | $10,340-99.5% | $19,030-99.7% |