Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,894 | $81,276-78.0% | $155,574-88.5% | $80,925-77.9% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 17.14% | 33.36%-16.2pp | 64.87%-47.7pp | 35.65%-18.5pp |
| Employer contribution / active EE | $1,519 | $3,103-51.1% | $4,676-67.5% | $2,756-44.9% |
| Participant deferral / active EE | $1,745 | $3,453-49.5% | $5,629-69.0% | $4,299-59.4% |
| Admin fee / account holder | $290 | $7,993-96.4% | $15,914-98.2% | $6,940-95.8% |