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 | $9,548 | $48,284-80.2% | $67,524-85.9% | $80,911-88.2% |
| Participation rate | 52.0% | 66.4%-14.4pp | 72.9%-20.9pp | 67.6%-15.6pp |
| Annual return | 14.91% | 18.27%-3.4pp | 3519.41%-3504.5pp | 35.63%-20.7pp |
| Employer contribution / active EE | $622 | $2,021-69.2% | $2,734-77.3% | $2,756-77.4% |
| Participant deferral / active EE | $877 | $2,927-70.0% | $4,001-78.1% | $4,297-79.6% |
| Admin fee / account holder | $200 | $3,688-94.6% | $4,001-95.0% | $6,935-97.1% |