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 | $21,585 | $77,449-72.1% | $69,483-68.9% | $152,909-85.9% |
| Participation rate | 62.5% | 78.1%-15.6pp | 74.6%-12.1pp | 82.5%-20.0pp |
| Annual return | 18.58% | 39.09%-20.5pp | 28.99%-10.4pp | 345.46%-326.9pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,780-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,475 | $4,415-43.9% | $3,537-30.0% | $5,851-57.7% |
| Admin fee / account holder | $225 | $6,210-96.4% | $3,841-94.1% | $11,601-98.1% |