Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,485 | $175,257-88.3% | $149,717-86.3% | $139,456-85.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 19.65% | 166.70%-147.1pp | 134.41%-114.8pp | 373.45%-353.8pp |
| Employer contribution / active EE | $1,708 | $5,477-68.8% | $4,820-64.6% | $4,753-64.1% |
| Participant deferral / active EE | $4,909 | $6,521-24.7% | $5,682-13.6% | $6,711-26.9% |
| Admin fee / account holder | $83 | $16,156-99.5% | $13,213-99.4% | $11,407-99.3% |