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 | $20,093 | $150,412-86.6% | $120,574-83.3% | $145,884-86.2% |
| Participation rate | 20.0% | 78.8%-58.8pp | 71.9%-51.9pp | 80.3%-60.3pp |
| Annual return | 13.55% | 154.50%-141.0pp | 107.42%-93.9pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,157 | $4,355-73.4% | $3,471-66.7% | $4,662-75.2% |
| Participant deferral / active EE | $1,457 | $6,175-76.4% | $4,996-70.8% | $6,690-78.2% |
| Admin fee / account holder | $146 | $12,224-98.8% | $9,445-98.5% | $13,392-98.9% |