Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $69,115 | $100,139-31.0% | $85,187-18.9% | $145,884-52.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 13.97% | 84.15%-70.2pp | 66.67%-52.7pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,691 | $3,238-47.8% | $2,732-38.1% | $4,662-63.7% |
| Participant deferral / active EE | $13,866 | $5,296+161.8% | $4,525+206.4% | $6,690+107.3% |
| Admin fee / account holder | $284 | $7,262-96.1% | $6,162-95.4% | $13,392-97.9% |