Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,383 | $129,217-88.9% | $93,406-84.6% | $158,950-91.0% |
| Participation rate | 46.7% | 71.0%-24.3pp | 66.8%-20.1pp | 82.0%-35.3pp |
| Annual return | 26.92% | 118.21%-91.3pp | 78.05%-51.1pp | 302.91%-276.0pp |
| Employer contribution / active EE | $850 | $2,711-68.6% | $2,075-59.0% | $4,762-82.1% |
| Participant deferral / active EE | $2,864 | $3,909-26.7% | $3,126-8.4% | $5,983-52.1% |
| Admin fee / account holder | $177 | $7,383-97.6% | $5,230-96.6% | $11,248-98.4% |