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 | $15,262 | $81,643-81.3% | $70,462-78.3% | $158,950-90.4% |
| Participation rate | 69.2% | 77.7%-8.5pp | 75.1%-5.8pp | 82.0%-12.7pp |
| Annual return | 5.19% | 208.51%-203.3pp | 109.08%-103.9pp | 302.91%-297.7pp |
| Employer contribution / active EE | $1,099 | $3,218-65.9% | $2,737-59.9% | $4,762-76.9% |
| Participant deferral / active EE | $3,139 | $4,555-31.1% | $3,710-15.4% | $5,983-47.5% |
| Admin fee / account holder | $90 | $6,194-98.5% | $3,845-97.7% | $11,248-99.2% |