Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $34,847 | $176,786-80.3% | $146,643-76.2% | $167,536-79.2% |
| Participation rate | 45.5% | 83.6%-38.2pp | 80.1%-34.6pp | 82.1%-36.7pp |
| Annual return | 11.12% | 24.04%-12.9pp | 22.75%-11.6pp | 478.82%-467.7pp |
| Employer contribution / active EE | $1,232 | $5,161-76.1% | $4,137-70.2% | $4,839-74.5% |
| Participant deferral / active EE | $4,820 | $6,440-25.1% | $5,506-12.5% | $6,342-24.0% |
| Admin fee / account holder | $184 | $13,262-98.6% | $10,280-98.2% | $12,315-98.5% |