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 | $20,384 | $159,934-87.3% | $147,005-86.1% | $145,959-86.0% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.8pp |
| Annual return | 16.64% | 98.24%-81.6pp | 418.76%-402.1pp | 561.95%-545.3pp |
| Employer contribution / active EE | $2,047 | $5,287-61.3% | $4,934-58.5% | $4,661-56.1% |
| Participant deferral / active EE | $3,062 | $8,427-63.7% | $8,070-62.1% | $6,689-54.2% |
| Admin fee / account holder | $295 | $15,053-98.0% | $13,006-97.7% | $13,398-97.8% |