Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,950 | $97,125-73.3% | $86,233-69.9% | $137,256-81.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.0%-9.0pp | 80.0%-20.0pp |
| Annual return | 22.98% | 74.19%-51.2pp | 61.39%-38.4pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,924 | $2,841-32.3% | $2,504-23.2% | $4,156-53.7% |
| Participant deferral / active EE | $1,924 | $5,180-62.9% | $4,559-57.8% | $6,407-70.0% |
| Admin fee / account holder | $51 | $9,725-99.5% | $8,342-99.4% | $12,270-99.6% |