Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,717 | $111,535-91.3% | $105,223-90.8% | $137,256-92.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 22.49% | 237.85%-215.4pp | 180.65%-158.2pp | 220.34%-197.8pp |
| Employer contribution / active EE | $1,910 | $3,939-51.5% | $3,689-48.2% | $4,156-54.0% |
| Participant deferral / active EE | $1,915 | $5,500-65.2% | $5,072-62.2% | $6,407-70.1% |
| Admin fee / account holder | $51 | $9,721-99.5% | $8,859-99.4% | $12,270-99.6% |