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 | $99,053-73.8% | $88,179-70.6% | $138,895-81.3% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.1%-9.1pp | 79.9%-19.9pp |
| Annual return | 22.98% | 78.17%-55.2pp | 64.97%-42.0pp | 145.39%-122.4pp |
| Employer contribution / active EE | $1,924 | $2,882-33.3% | $2,549-24.5% | $4,194-54.1% |
| Participant deferral / active EE | $1,924 | $5,225-63.2% | $4,614-58.3% | $6,396-69.9% |
| Admin fee / account holder | $51 | $8,748-99.4% | $7,673-99.3% | $12,562-99.6% |