Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $69,999 | $97,125-27.9% | $86,233-18.8% | $137,256-49.0% |
| Participation rate | 28.6% | 74.2%-45.6pp | 69.0%-40.4pp | 80.0%-51.4pp |
| Annual return | 17.64% | 74.19%-56.5pp | 61.39%-43.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,167 | $2,841-58.9% | $2,504-53.4% | $4,156-71.9% |
| Participant deferral / active EE | $1,810 | $5,180-65.0% | $4,559-60.3% | $6,407-71.7% |
| Admin fee / account holder | $15 | $9,725-99.8% | $8,342-99.8% | $12,270-99.9% |