Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $10,900 | $114,013-90.4% | $103,693-89.5% | $155,188-93.0% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 80.8%-18.3pp |
| Annual return | 22.11% | 49.31%-27.2pp | 47.61%-25.5pp | 148.84%-126.7pp |
| Employer contribution / active EE | $1,199 | $3,131-61.7% | $2,920-58.9% | $4,248-71.8% |
| Participant deferral / active EE | $1,736 | $4,970-65.1% | $4,579-62.1% | $6,531-73.4% |
| Admin fee / account holder | $222 | $8,407-97.4% | $7,858-97.2% | $14,480-98.5% |