Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,501 | $124,351-81.1% | $109,188-78.5% | $167,553-86.0% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 18.17% | 26.04%-7.9pp | 25.76%-7.6pp | 478.89%-460.7pp |
| Employer contribution / active EE | $1,514 | $4,210-64.0% | $3,723-59.3% | $4,840-68.7% |
| Participant deferral / active EE | $4,021 | $5,257-23.5% | $4,654-13.6% | $6,343-36.6% |
| Admin fee / account holder | $157 | $7,975-98.0% | $6,755-97.7% | $12,316-98.7% |