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 | $22,786 | $91,179-75.0% | $178,499-87.2% | $79,852-71.5% |
| Participation rate | 60.0% | 69.2%-9.2pp | 81.9%-21.9pp | 69.6%-9.6pp |
| Annual return | 123.63% | 24.19%+99.4pp | 151.10%-27.5pp | 31.72%+91.9pp |
| Employer contribution / active EE | $688 | $3,256-78.9% | $5,011-86.3% | $2,471-72.2% |
| Participant deferral / active EE | $2,763 | $3,236-14.6% | $5,202-46.9% | $3,740-26.1% |
| Admin fee / account holder | $239 | $6,749-96.5% | $13,986-98.3% | $5,306-95.5% |