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 | $14,663 | $99,995-85.3% | $85,063-82.8% | $145,978-90.0% |
| Participation rate | 56.3% | 74.1%-17.8pp | 67.5%-11.3pp | 80.3%-24.0pp |
| Annual return | 41.70% | 83.99%-42.3pp | 66.54%-24.8pp | 550.52%-508.8pp |
| Employer contribution / active EE | $1,223 | $3,231-62.2% | $2,727-55.2% | $4,662-73.8% |
| Participant deferral / active EE | $1,665 | $5,295-68.6% | $4,523-63.2% | $6,690-75.1% |
| Admin fee / account holder | $159 | $7,255-97.8% | $6,155-97.4% | $13,400-98.8% |