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 | $24,825 | $105,145-76.4% | $94,664-73.8% | $139,466-82.2% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 24.65% | 38.09%-13.4pp | 156.84%-132.2pp | 373.66%-349.0pp |
| Employer contribution / active EE | $2,880 | $4,107-29.9% | $3,673-21.6% | $4,754-39.4% |
| Participant deferral / active EE | $4,780 | $7,599-37.1% | $7,417-35.6% | $6,712-28.8% |
| Admin fee / account holder | $93 | $8,972-99.0% | $7,222-98.7% | $11,409-99.2% |