Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,361 | $161,352-86.1% | $134,172-83.3% | $137,256-83.7% |
| Participation rate | 65.0% | 78.3%-13.3pp | 72.5%-7.5pp | 80.0%-15.0pp |
| Annual return | 19.98% | 28.72%-8.7pp | 25.30%-5.3pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,204 | $4,099-70.6% | $3,420-64.8% | $4,156-71.0% |
| Participant deferral / active EE | $2,636 | $5,552-52.5% | $4,690-43.8% | $6,407-58.9% |
| Admin fee / account holder | $220 | $15,028-98.5% | $12,016-98.2% | $12,270-98.2% |