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 | $27,793 | $114,013-75.6% | $103,693-73.2% | $155,188-82.1% |
| Participation rate | 37.5% | 75.2%-37.7pp | 72.6%-35.1pp | 80.8%-43.3pp |
| Annual return | 21.51% | 49.31%-27.8pp | 47.61%-26.1pp | 148.84%-127.3pp |
| Employer contribution / active EE | $794 | $3,131-74.6% | $2,920-72.8% | $4,248-81.3% |
| Participant deferral / active EE | $1,996 | $4,970-59.8% | $4,579-56.4% | $6,531-69.4% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |