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 | $30,405 | $110,379-72.5% | $102,412-70.3% | $145,884-79.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.19% | 24.84%-12.7pp | 24.94%-12.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $3,121 | $4,216-26.0% | $3,870-19.4% | $4,662-33.1% |
| Participant deferral / active EE | $3,668 | $5,622-34.7% | $5,060-27.5% | $6,690-45.2% |
| Admin fee / account holder | $45 | $9,745-99.5% | $8,388-99.5% | $13,392-99.7% |