Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $33,334 | $155,555-78.6% | $146,866-77.3% | $155,188-78.5% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.5%-25.4pp | 80.8%-23.7pp |
| Annual return | 17.38% | 115.41%-98.0pp | 102.85%-85.5pp | 148.84%-131.5pp |
| Employer contribution / active EE | $1,539 | $4,647-66.9% | $4,425-65.2% | $4,248-63.8% |
| Participant deferral / active EE | $2,624 | $8,044-67.4% | $7,759-66.2% | $6,531-59.8% |
| Admin fee / account holder | $247 | $14,755-98.3% | $13,620-98.2% | $14,480-98.3% |