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 | $8,416 | $162,529-94.8% | $130,788-93.6% | $154,746-94.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 70.1%-3.4pp | 80.7%-14.0pp |
| Annual return | 19.11% | 510.48%-491.4pp | 386.44%-367.3pp | 172.34%-153.2pp |
| Employer contribution / active EE | $839 | $4,447-81.1% | $3,558-76.4% | $4,379-80.9% |
| Participant deferral / active EE | $842 | $4,808-82.5% | $4,137-79.6% | $6,730-87.5% |
| Admin fee / account holder | $68 | $7,669-99.1% | $6,673-99.0% | $14,365-99.5% |