Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $24,217 | $83,908-71.1% | $68,509-64.7% | $125,389-80.7% |
| Participation rate | 66.7% | 78.2%-11.5pp | 74.7%-8.1pp | 83.2%-16.5pp |
| Annual return | 21.61% | 14.48%+7.1pp | 8.27%+13.3pp | 282.24%-260.6pp |
| Employer contribution / active EE | $1,233 | $3,031-59.3% | $2,278-45.9% | $4,866-74.7% |
| Participant deferral / active EE | $1,677 | $4,125-59.4% | $3,382-50.4% | $5,352-68.7% |
| Admin fee / account holder | $57 | $8,982-99.4% | $5,275-98.9% | $9,541-99.4% |