Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $17,211 | $108,226-84.1% | $77,513-77.8% | $158,950-89.2% |
| Participation rate | 35.0% | 64.4%-29.4pp | 54.2%-19.2pp | 82.0%-47.0pp |
| Annual return | 16.52% | 31.67%-15.2pp | 54.81%-38.3pp | 302.91%-286.4pp |
| Employer contribution / active EE | $298 | $1,325-77.5% | $987-69.8% | $4,762-93.7% |
| Participant deferral / active EE | $1,539 | $2,456-37.3% | $1,861-17.3% | $5,983-74.3% |
| Admin fee / account holder | $0 | $3,710-100.0% | $2,859-100.0% | $11,248-100.0% |