Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,525 | $112,189-93.3% | - | $145,877-94.8% |
| Participation rate | 31.8% | 68.6%-36.8pp | - | 80.3%-48.5pp |
| Annual return | 14.54% | 21.29%-6.7pp | - | 551.28%-536.7pp |
| Employer contribution / active EE | $241 | $5,748-95.8% | - | $4,663-94.8% |
| Participant deferral / active EE | $1,132 | $5,634-79.9% | - | $6,691-83.1% |
| Admin fee / account holder | $173 | $6,256-97.2% | - | $13,402-98.7% |