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 | $42,790 | $208,088-79.4% | $186,193-77.0% | $154,746-72.3% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 19.10% | 89.97%-70.9pp | 78.03%-58.9pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,353 | $4,340-68.8% | $3,918-65.5% | $4,379-69.1% |
| Participant deferral / active EE | $7,997 | $7,078+13.0% | $6,513+22.8% | $6,730+18.8% |
| Admin fee / account holder | $262 | $11,698-97.8% | $11,058-97.6% | $14,365-98.2% |