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 | $24,159 | $94,439-74.4% | $73,658-67.2% | $154,746-84.4% |
| Participation rate | 37.5% | 64.7%-27.2pp | 57.0%-19.5pp | 80.7%-43.2pp |
| Annual return | 24.16% | 28.25%-4.1pp | 29.72%-5.6pp | 172.34%-148.2pp |
| Employer contribution / active EE | $537 | $1,257-57.3% | $1,032-47.9% | $4,379-87.7% |
| Participant deferral / active EE | $2,507 | $2,527-0.8% | $2,062+21.6% | $6,730-62.8% |
| Admin fee / account holder | $95 | $3,843-97.5% | $3,357-97.2% | $14,365-99.3% |