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 | $20,967 | $81,668-74.3% | $58,507-64.2% | $139,487-85.0% |
| Participation rate | 62.5% | 61.3%+1.2pp | 50.9%+11.6pp | 80.3%-17.8pp |
| Annual return | 15.38% | 7430.07%-7414.7pp | 4252.32%-4236.9pp | 373.84%-358.5pp |
| Employer contribution / active EE | $1,906 | $1,398+36.4% | $1,053+81.0% | $4,755-59.9% |
| Participant deferral / active EE | $5,189 | $2,554+103.2% | $1,922+169.9% | $6,713-22.7% |
| Admin fee / account holder | $148 | $3,212-95.4% | $2,486-94.1% | $11,407-98.7% |