Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $64,822 | $211,288-69.3% | $178,540-63.7% | $145,884-55.6% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 13.15% | 30.27%-17.1pp | 27.15%-14.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,517 | $4,574-66.8% | $3,953-61.6% | $4,662-67.5% |
| Participant deferral / active EE | $12,200 | $6,967+75.1% | $6,281+94.3% | $6,690+82.4% |
| Admin fee / account holder | $20 | $12,105-99.8% | $10,424-99.8% | $13,392-99.9% |