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 | $11,713 | $107,030-89.1% | $73,550-84.1% | $147,586-92.1% |
| Participation rate | 31.8% | 66.4%-34.6pp | 54.9%-23.1pp | 82.8%-51.0pp |
| Annual return | 17.50% | 38.25%-20.7pp | -15.16%+32.7pp | 578.59%-561.1pp |
| Employer contribution / active EE | $489 | $1,760-72.2% | $1,219-59.9% | $4,876-90.0% |
| Participant deferral / active EE | $577 | $2,458-76.5% | $1,804-68.0% | $5,439-89.4% |
| Admin fee / account holder | $273 | $3,055-91.1% | $2,320-88.2% | $10,886-97.5% |