Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $15,592 | $77,638-79.9% | $156,552-90.0% | $62,881-75.2% |
| Participation rate | 61.8% | 71.2%-9.4pp | 84.0%-22.2pp | 69.3%-7.5pp |
| Annual return | 35.52% | 50.33%-14.8pp | 32.23%+3.3pp | 20.14%+15.4pp |
| Employer contribution / active EE | $1,735 | $3,444-49.6% | $5,501-68.5% | $2,281-23.9% |
| Participant deferral / active EE | $2,351 | $3,046-22.8% | $4,871-51.7% | $3,203-26.6% |
| Admin fee / account holder | $228 | $5,561-95.9% | $13,028-98.3% | $4,296-94.7% |