Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $15,711 | $210,698-92.5% | $178,014-91.2% | $145,959-89.2% |
| Participation rate | 54.5% | 80.8%-26.2pp | 77.1%-22.5pp | 80.3%-25.7pp |
| Annual return | 15.19% | 386.27%-371.1pp | 294.80%-279.6pp | 561.95%-546.8pp |
| Employer contribution / active EE | $1,468 | $4,567-67.9% | $3,950-62.8% | $4,661-68.5% |
| Participant deferral / active EE | $2,278 | $6,958-67.3% | $6,276-63.7% | $6,689-65.9% |
| Admin fee / account holder | $80 | $12,016-99.3% | $10,362-99.2% | $13,398-99.4% |