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 | $14,960 | $104,937-85.7% | $84,628-82.3% | $152,897-90.2% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.5%-15.8pp |
| Annual return | 33.23% | 373.88%-340.6pp | 258.80%-225.6pp | 345.43%-312.2pp |
| Employer contribution / active EE | $940 | $3,303-71.5% | $2,653-64.6% | $4,764-80.3% |
| Participant deferral / active EE | $7,987 | $4,690+70.3% | $3,900+104.8% | $5,851+36.5% |
| Admin fee / account holder | $19 | $6,243-99.7% | $4,914-99.6% | $11,599-99.8% |