Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,011 | $157,296-81.6% | $141,191-79.5% | $152,897-81.0% |
| Participation rate | 58.8% | 84.8%-26.0pp | 82.5%-23.7pp | 82.5%-23.6pp |
| Annual return | 224.03% | 64.34%+159.7pp | 71.41%+152.6pp | 345.43%-121.4pp |
| Employer contribution / active EE | $2,560 | $5,262-51.4% | $4,736-45.9% | $4,764-46.3% |
| Participant deferral / active EE | $6,147 | $7,111-13.5% | $6,710-8.4% | $5,851+5.1% |
| Admin fee / account holder | $200 | $12,125-98.4% | $10,264-98.1% | $11,599-98.3% |