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 | $17,207 | $148,629-88.4% | $135,982-87.3% | $139,487-87.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 75.74% | 79.33%-3.6pp | 68.32%+7.4pp | 373.84%-298.1pp |
| Employer contribution / active EE | $1,488 | $5,247-71.6% | $4,859-69.4% | $4,755-68.7% |
| Participant deferral / active EE | $6,970 | $8,102-14.0% | $7,760-10.2% | $6,713+3.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |