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 | $31,910 | $154,228-79.3% | $145,433-78.1% | $137,256-76.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 19.59% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,441 | $4,804-70.0% | $4,554-68.4% | $4,156-65.3% |
| Participant deferral / active EE | $3,601 | $8,216-56.2% | $7,897-54.4% | $6,407-43.8% |
| Admin fee / account holder | $170 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |