Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $15,831 | $106,280-85.1% | $96,538-83.6% | $139,487-88.7% |
| Participation rate | 47.4% | 77.8%-30.5pp | 74.3%-27.0pp | 80.3%-33.0pp |
| Annual return | 22.71% | 38.48%-15.8pp | 35.74%-13.0pp | 373.84%-351.1pp |
| Employer contribution / active EE | $1,311 | $4,107-68.1% | $3,740-64.9% | $4,755-72.4% |
| Participant deferral / active EE | $2,046 | $5,457-62.5% | $4,880-58.1% | $6,713-69.5% |
| Admin fee / account holder | $209 | $7,888-97.3% | $6,737-96.9% | $11,407-98.2% |