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 | $14,317 | $29,319-51.2% | $52,425-72.7% | $82,448-82.6% |
| Participation rate | 45.2% | 46.9%-1.6pp | 55.6%-10.4pp | 68.1%-22.8pp |
| Annual return | 20.24% | 535.20%-515.0pp | 302.12%-281.9pp | 41.64%-21.4pp |
| Employer contribution / active EE | $189 | $586-67.9% | $914-79.4% | $2,551-92.6% |
| Participant deferral / active EE | $1,425 | $1,171+21.7% | $1,790-20.4% | $4,139-65.6% |
| Admin fee / account holder | $235 | $1,962-88.0% | $2,495-90.6% | $7,234-96.8% |