Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,350 | $148,623-88.3% | $135,974-87.2% | $139,466-87.6% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 12.94% | 79.30%-66.4pp | 68.30%-55.4pp | 373.66%-360.7pp |
| Employer contribution / active EE | $1,290 | $5,246-75.4% | $4,859-73.5% | $4,754-72.9% |
| Participant deferral / active EE | $2,855 | $8,103-64.8% | $7,760-63.2% | $6,712-57.5% |
| Admin fee / account holder | $143 | $12,406-98.9% | $10,767-98.7% | $11,409-98.8% |