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 | $26,956 | $125,190-78.5% | $105,624-74.5% | $145,897-81.5% |
| Participation rate | 36.4% | 77.6%-41.3pp | 75.3%-38.9pp | 80.3%-43.9pp |
| Annual return | 15.09% | 225.22%-210.1pp | 116.20%-101.1pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,097 | $3,720-70.5% | $3,168-65.4% | $4,663-76.5% |
| Participant deferral / active EE | $3,076 | $5,716-46.2% | $5,013-38.6% | $6,689-54.0% |
| Admin fee / account holder | $75 | $17,138-99.6% | $10,961-99.3% | $13,390-99.4% |