Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,476 | $148,582-85.5% | $135,942-84.2% | $139,456-84.6% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 23.92% | 79.26%-55.3pp | 68.28%-44.4pp | 373.45%-349.5pp |
| Employer contribution / active EE | $1,625 | $5,245-69.0% | $4,858-66.6% | $4,753-65.8% |
| Participant deferral / active EE | $2,759 | $8,101-65.9% | $7,759-64.4% | $6,711-58.9% |
| Admin fee / account holder | $219 | $12,402-98.2% | $10,764-98.0% | $11,407-98.1% |