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 | $20,531 | $71,215-71.2% | $93,696-78.1% | $80,935-74.6% |
| Participation rate | 61.8% | 60.4%+1.4pp | 68.7%-7.0pp | 67.7%-5.9pp |
| Annual return | 22.93% | 11.27%+11.7pp | 133.74%-110.8pp | 35.66%-12.7pp |
| Employer contribution / active EE | $1,621 | $1,565+3.5% | $2,422-33.1% | $2,757-41.2% |
| Participant deferral / active EE | $2,741 | $4,037-32.1% | $4,417-37.9% | $4,299-36.2% |
| Admin fee / account holder | $49 | $6,958-99.3% | $8,287-99.4% | $6,924-99.3% |