Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,021 | $48,053-75.0% | $84,628-85.8% | $72,975-83.5% |
| Participation rate | 42.4% | 57.6%-15.2pp | 68.2%-25.9pp | 69.5%-27.1pp |
| Annual return | 38.36% | 37.39%+1.0pp | 258.80%-220.4pp | 81.01%-42.7pp |
| Employer contribution / active EE | $1,234 | $1,602-23.0% | $2,653-53.5% | $2,440-49.4% |
| Participant deferral / active EE | $1,845 | $2,681-31.2% | $3,900-52.7% | $3,608-48.9% |
| Admin fee / account holder | $48 | $3,395-98.6% | $4,914-99.0% | $5,124-99.1% |