Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $24,702 | $110,212-77.6% | $96,534-74.4% | $139,466-82.3% |
| Participation rate | 52.2% | 78.1%-25.9pp | 76.0%-23.8pp | 80.3%-28.2pp |
| Annual return | 17.50% | 26.42%-8.9pp | 25.88%-8.4pp | 373.66%-356.2pp |
| Employer contribution / active EE | $1,338 | $3,620-63.0% | $2,965-54.9% | $4,754-71.9% |
| Participant deferral / active EE | $2,452 | $5,547-55.8% | $4,851-49.5% | $6,712-63.5% |
| Admin fee / account holder | $227 | $11,599-98.0% | $8,253-97.2% | $11,409-98.0% |