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 | $17,163 | $103,000-83.3% | $90,300-81.0% | $152,885-88.8% |
| Participation rate | 35.7% | 75.9%-40.1pp | 73.3%-37.6pp | 82.5%-46.7pp |
| Annual return | 12.77% | 95.19%-82.4pp | 78.11%-65.3pp | 345.39%-332.6pp |
| Employer contribution / active EE | $593 | $3,138-81.1% | $2,854-79.2% | $4,763-87.5% |
| Participant deferral / active EE | $1,917 | $4,281-55.2% | $3,884-50.7% | $5,851-67.2% |
| Admin fee / account holder | $101 | $6,173-98.4% | $5,353-98.1% | $11,598-99.1% |