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 | $25,934 | $72,071-64.0% | $68,368-62.1% | $137,256-81.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 20.14% | 353.14%-333.0pp | 292.57%-272.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,515 | $2,788-45.6% | $2,649-42.8% | $4,156-63.5% |
| Participant deferral / active EE | $3,512 | $4,410-20.4% | $4,123-14.8% | $6,407-45.2% |
| Admin fee / account holder | $169 | $5,336-96.8% | $5,150-96.7% | $12,270-98.6% |