Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,521 | $69,248-90.6% | $64,101-89.8% | $139,466-95.3% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 27.29% | 45.95%-18.7pp | 33.72%-6.4pp | 373.66%-346.4pp |
| Employer contribution / active EE | $905 | $3,185-71.6% | $2,749-67.1% | $4,754-81.0% |
| Participant deferral / active EE | $2,266 | $4,682-51.6% | $3,881-41.6% | $6,712-66.2% |
| Admin fee / account holder | $39 | $4,247-99.1% | $3,070-98.7% | $11,409-99.7% |