Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,298 | $29,319-41.0% | $52,425-67.0% | $82,448-79.0% |
| Participation rate | 11.1% | 46.9%-35.7pp | 55.6%-44.5pp | 68.1%-57.0pp |
| Annual return | 21.81% | 535.20%-513.4pp | 302.12%-280.3pp | 41.64%-19.8pp |
| Employer contribution / active EE | $195 | $586-66.7% | $914-78.7% | $2,551-92.4% |
| Participant deferral / active EE | $281 | $1,171-76.0% | $1,790-84.3% | $4,139-93.2% |
| Admin fee / account holder | $145 | $1,962-92.6% | $2,495-94.2% | $7,234-98.0% |