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 | $19,274 | $114,119-83.1% | $107,187-82.0% | $138,895-86.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 22.79% | 273.21%-250.4pp | 204.55%-181.8pp | 145.39%-122.6pp |
| Employer contribution / active EE | $1,600 | $4,059-60.6% | $3,782-57.7% | $4,194-61.8% |
| Participant deferral / active EE | $1,907 | $5,538-65.6% | $5,096-62.6% | $6,396-70.2% |
| Admin fee / account holder | $20 | $10,024-99.8% | $9,162-99.8% | $12,562-99.8% |