Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,429 | $63,346-63.0% | $92,240-74.6% | $70,126-66.6% |
| Participation rate | 42.2% | 68.7%-26.4pp | 76.5%-34.3pp | 69.5%-27.3pp |
| Annual return | 19.65% | 530.19%-510.5pp | 176.29%-156.6pp | 73.15%-53.5pp |
| Employer contribution / active EE | $1,261 | $2,471-49.0% | $3,680-65.7% | $2,343-46.1% |
| Participant deferral / active EE | $2,980 | $2,854+4.4% | $3,897-23.5% | $3,332-10.6% |
| Admin fee / account holder | $144 | $3,841-96.3% | $5,194-97.2% | $4,645-96.9% |