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 | $23,362 | $105,856-77.9% | $90,161-74.1% | $147,586-84.2% |
| Participation rate | 37.5% | 79.7%-42.2pp | 76.9%-39.4pp | 82.8%-45.3pp |
| Annual return | 17.82% | 37.63%-19.8pp | 34.89%-17.1pp | 578.59%-560.8pp |
| Employer contribution / active EE | $1,166 | $4,126-71.7% | $3,318-64.9% | $4,876-76.1% |
| Participant deferral / active EE | $1,743 | $5,733-69.6% | $5,287-67.0% | $5,439-67.9% |
| Admin fee / account holder | $115 | $8,046-98.6% | $5,943-98.1% | $10,886-98.9% |