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 | $10,259 | $51,638-80.1% | $129,406-92.1% | $80,959-87.3% |
| Participation rate | 65.6% | 56.9%+8.7pp | 69.6%-4.0pp | 67.7%-2.0pp |
| Annual return | 22.73% | 20.78%+1.9pp | 9468.18%-9445.4pp | 35.67%-12.9pp |
| Employer contribution / active EE | $778 | $1,584-50.9% | $4,155-81.3% | $2,757-71.8% |
| Participant deferral / active EE | $1,193 | $2,670-55.3% | $4,167-71.4% | $4,300-72.3% |
| Admin fee / account holder | $198 | $4,313-95.4% | $7,689-97.4% | $6,925-97.1% |