Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $26,173 | $56,134-53.4% | $96,192-72.8% | $85,851-69.5% |
| Participation rate | 69.2% | 56.7%+12.5pp | 68.4%+0.8pp | 69.3%-0.1pp |
| Annual return | 14.99% | 42.30%-27.3pp | 192.09%-177.1pp | 318.63%-303.6pp |
| Employer contribution / active EE | $1,636 | $1,620+1.0% | $2,799-41.6% | $2,565-36.2% |
| Participant deferral / active EE | $2,800 | $2,858-2.0% | $4,351-35.6% | $3,952-29.2% |
| Admin fee / account holder | $21 | $3,769-99.4% | $5,539-99.6% | $6,261-99.7% |