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 | $13,689 | $54,757-75.0% | $90,304-84.8% | $72,975-81.2% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.3%-23.3pp | 69.5%-19.5pp |
| Annual return | 242.47% | 30.63%+211.8pp | 78.13%+164.3pp | 81.01%+161.5pp |
| Employer contribution / active EE | $455 | $2,093-78.3% | $2,855-84.1% | $2,440-81.4% |
| Participant deferral / active EE | $2,586 | $2,887-10.4% | $3,885-33.4% | $3,608-28.3% |
| Admin fee / account holder | $5 | $3,973-99.9% | $5,354-99.9% | $5,124-99.9% |