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 | $27,543 | $106,280-74.1% | $96,538-71.5% | $139,487-80.3% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 34.20% | 38.48%-4.3pp | 35.74%-1.5pp | 373.84%-339.6pp |
| Employer contribution / active EE | $2,541 | $4,107-38.1% | $3,740-32.1% | $4,755-46.6% |
| Participant deferral / active EE | $3,320 | $5,457-39.2% | $4,880-32.0% | $6,713-50.5% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |