Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,219 | $109,908-88.9% | $97,161-87.4% | $145,978-91.6% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 19.44% | 243.80%-224.4pp | 75.36%-55.9pp | 550.52%-531.1pp |
| Employer contribution / active EE | $826 | $3,077-73.1% | $2,723-69.7% | $4,662-82.3% |
| Participant deferral / active EE | $2,752 | $4,679-41.2% | $4,265-35.5% | $6,690-58.9% |
| Admin fee / account holder | $62 | $6,213-99.0% | $5,647-98.9% | $13,400-99.5% |