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 | $3,755 | $72,071-94.8% | $68,368-94.5% | $137,256-97.3% |
| Participation rate | 64.3% | 76.2%-12.0pp | 73.8%-9.5pp | 80.0%-15.7pp |
| Annual return | 28.14% | 353.14%-325.0pp | 292.57%-264.4pp | 220.34%-192.2pp |
| Employer contribution / active EE | $534 | $2,788-80.8% | $2,649-79.8% | $4,156-87.2% |
| Participant deferral / active EE | $2,125 | $4,410-51.8% | $4,123-48.5% | $6,407-66.8% |
| Admin fee / account holder | $175 | $5,336-96.7% | $5,150-96.6% | $12,270-98.6% |