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 | $18,488 | $94,439-80.4% | $73,658-74.9% | $154,746-88.1% |
| Participation rate | 68.4% | 64.7%+3.8pp | 57.0%+11.4pp | 80.7%-12.3pp |
| Annual return | 24.17% | 28.25%-4.1pp | 29.72%-5.6pp | 172.34%-148.2pp |
| Employer contribution / active EE | $866 | $1,257-31.1% | $1,032-16.1% | $4,379-80.2% |
| Participant deferral / active EE | $3,772 | $2,527+49.3% | $2,062+82.9% | $6,730-44.0% |
| Admin fee / account holder | $88 | $3,843-97.7% | $3,357-97.4% | $14,365-99.4% |