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 | $16,983 | $77,901-78.2% | $149,717-88.7% | $75,181-77.4% |
| Participation rate | 35.1% | 65.6%-30.4pp | 78.8%-43.6pp | 67.2%-32.1pp |
| Annual return | 39.17% | 31.73%+7.4pp | 134.41%-95.2pp | 160.69%-121.5pp |
| Employer contribution / active EE | $826 | $3,137-73.7% | $4,820-82.9% | $2,671-69.1% |
| Participant deferral / active EE | $2,046 | $3,411-40.0% | $5,682-64.0% | $4,126-50.4% |
| Admin fee / account holder | $98 | $5,949-98.3% | $13,213-99.3% | $5,650-98.3% |