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 | $19,078 | $110,379-82.7% | $102,412-81.4% | $145,884-86.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.46% | 24.84%-12.4pp | 24.94%-12.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $1,398 | $4,216-66.8% | $3,870-63.9% | $4,662-70.0% |
| Participant deferral / active EE | $3,143 | $5,622-44.1% | $5,060-37.9% | $6,690-53.0% |
| Admin fee / account holder | $155 | $9,745-98.4% | $8,388-98.2% | $13,392-98.8% |