Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $42,735 | $176,402-75.8% | $134,162-68.1% | $158,982-73.1% |
| Participation rate | 66.7% | 78.7%-12.1pp | 72.2%-5.5pp | 82.0%-15.3pp |
| Annual return | 15.86% | 63.66%-47.8pp | 36.35%-20.5pp | 302.99%-287.1pp |
| Employer contribution / active EE | $1,153 | $5,042-77.1% | $3,705-68.9% | $4,763-75.8% |
| Participant deferral / active EE | $3,516 | $4,093-14.1% | $3,500+0.5% | $5,983-41.2% |
| Admin fee / account holder | $39 | $8,719-99.6% | $6,685-99.4% | $11,252-99.7% |