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 | $15,256 | $55,472-72.5% | $155,567-90.2% | $74,546-79.5% |
| Participation rate | 44.3% | 61.9%-17.6pp | 78.2%-33.8pp | 67.2%-22.9pp |
| Annual return | 17.39% | 268.72%-251.3pp | 64.74%-47.3pp | 1366.03%-1348.6pp |
| Employer contribution / active EE | $603 | $2,269-73.4% | $4,674-87.1% | $2,624-77.0% |
| Participant deferral / active EE | $2,010 | $2,838-29.2% | $5,628-64.3% | $4,347-53.8% |
| Admin fee / account holder | $214 | $1,743-87.7% | $15,916-98.7% | $1,944-89.0% |