Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,983 | $125,778-84.9% | $114,563-83.4% | $154,746-87.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 20.40% | 295.14%-274.7pp | 241.09%-220.7pp | 172.34%-151.9pp |
| Employer contribution / active EE | $2,144 | $2,806-23.6% | $2,592-17.3% | $4,379-51.0% |
| Participant deferral / active EE | $3,127 | $4,445-29.7% | $4,142-24.5% | $6,730-53.5% |
| Admin fee / account holder | $43 | $8,190-99.5% | $7,623-99.4% | $14,365-99.7% |