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 | $6,208 | $72,071-91.4% | $68,368-90.9% | $137,256-95.5% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 21.95% | 353.14%-331.2pp | 292.57%-270.6pp | 220.34%-198.4pp |
| Employer contribution / active EE | $713 | $2,788-74.4% | $2,649-73.1% | $4,156-82.9% |
| Participant deferral / active EE | $884 | $4,410-80.0% | $4,123-78.6% | $6,407-86.2% |
| Admin fee / account holder | $35 | $5,336-99.3% | $5,150-99.3% | $12,270-99.7% |