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 | $18,311 | $174,018-89.5% | $136,833-86.6% | $198,609-90.8% |
| Participation rate | 66.7% | 65.1%+1.5pp | 59.0%+7.6pp | 82.4%-15.7pp |
| Annual return | 8.43% | 35.16%-26.7pp | 35.32%-26.9pp | 202.70%-194.3pp |
| Employer contribution / active EE | $1,154 | $1,571-26.6% | $1,319-12.5% | $5,055-77.2% |
| Participant deferral / active EE | $3,140 | $2,873+9.3% | $2,441+28.6% | $6,977-55.0% |
| Admin fee / account holder | $0 | $5,434-100.0% | $4,706-100.0% | $19,030-100.0% |