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 | $42,799 | $196,972-78.3% | $182,262-76.5% | $198,609-78.5% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 22.57% | 158.27%-135.7pp | 140.60%-118.0pp | 202.70%-180.1pp |
| Employer contribution / active EE | $2,072 | $5,364-61.4% | $5,046-58.9% | $5,055-59.0% |
| Participant deferral / active EE | $5,768 | $8,643-33.3% | $8,276-30.3% | $6,977-17.3% |
| Admin fee / account holder | $81 | $18,429-99.6% | $16,712-99.5% | $19,030-99.6% |