Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,966 | $183,592-84.8% | $155,574-82.0% | $145,877-80.8% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 41.85% | 61.37%-19.5pp | 64.87%-23.0pp | 551.28%-509.4pp |
| Employer contribution / active EE | $3,380 | $5,317-36.4% | $4,676-27.7% | $4,663-27.5% |
| Participant deferral / active EE | $3,286 | $6,466-49.2% | $5,629-41.6% | $6,691-50.9% |
| Admin fee / account holder | $142 | $19,316-99.3% | $15,914-99.1% | $13,402-98.9% |