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 | $16,309 | $91,198-82.1% | $178,503-90.9% | $79,856-79.6% |
| Participation rate | 48.9% | 69.2%-20.3pp | 81.9%-33.0pp | 69.6%-20.8pp |
| Annual return | 14.92% | 24.20%-9.3pp | 151.12%-136.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,650 | $3,257-18.6% | $5,011-47.1% | $2,471+7.2% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $85 | $6,748-98.7% | $13,987-99.4% | $5,306-98.4% |