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 | $12,853 | $73,107-82.4% | $114,563-88.8% | $87,485-85.3% |
| Participation rate | 69.6% | 65.8%+3.8pp | 72.9%-3.3pp | 68.9%+0.6pp |
| Annual return | 17.85% | 19.47%-1.6pp | 241.09%-223.2pp | 26.06%-8.2pp |
| Employer contribution / active EE | $630 | $1,881-66.5% | $2,592-75.7% | $2,596-75.7% |
| Participant deferral / active EE | $1,851 | $3,144-41.1% | $4,142-55.3% | $4,274-56.7% |
| Admin fee / account holder | $100 | $5,770-98.3% | $7,623-98.7% | $7,775-98.7% |