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 | $20,587 | $202,463-89.8% | $169,397-87.8% | $139,487-85.2% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 31.79% | 532.64%-500.9pp | 406.23%-374.4pp | 373.84%-342.1pp |
| Employer contribution / active EE | $3,303 | $4,694-29.6% | $4,013-17.7% | $4,755-30.5% |
| Participant deferral / active EE | $10,632 | $6,941+53.2% | $6,223+70.9% | $6,713+58.4% |
| Admin fee / account holder | $72 | $10,726-99.3% | $9,017-99.2% | $11,407-99.4% |