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 | $37,357 | $110,379-66.2% | $102,412-63.5% | $145,884-74.4% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 13.63% | 24.84%-11.2pp | 24.94%-11.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,993 | $4,216-52.7% | $3,870-48.5% | $4,662-57.3% |
| Participant deferral / active EE | $4,449 | $5,622-20.9% | $5,060-12.1% | $6,690-33.5% |
| Admin fee / account holder | $71 | $9,745-99.3% | $8,388-99.1% | $13,392-99.5% |