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 | $22,997 | $110,379-79.2% | $102,412-77.5% | $145,884-84.2% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 14.80% | 24.84%-10.0pp | 24.94%-10.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,615 | $4,216-61.7% | $3,870-58.3% | $4,662-65.4% |
| Participant deferral / active EE | $3,550 | $5,622-36.9% | $5,060-29.8% | $6,690-46.9% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |