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 | $4,570 | $101,618-95.5% | $93,063-95.1% | $137,256-96.7% |
| Participation rate | 69.2% | 74.9%-5.7pp | 72.1%-2.9pp | 80.0%-10.7pp |
| Annual return | 24.49% | 223.95%-199.5pp | 34.15%-9.7pp | 220.34%-195.9pp |
| Employer contribution / active EE | $670 | $2,707-75.2% | $2,476-72.9% | $4,156-83.9% |
| Participant deferral / active EE | $816 | $4,279-80.9% | $3,958-79.4% | $6,407-87.3% |
| Admin fee / account holder | $28 | $6,198-99.5% | $6,033-99.5% | $12,270-99.8% |