Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,880 | $39,028-82.4% | $80,741-91.5% | $85,847-92.0% |
| Participation rate | 27.3% | 41.6%-14.3pp | 54.2%-26.9pp | 69.3%-42.0pp |
| Annual return | 29.92% | 26.31%+3.6pp | 87.30%-57.4pp | 318.61%-288.7pp |
| Employer contribution / active EE | $390 | $722-46.0% | $1,160-66.4% | $2,565-84.8% |
| Participant deferral / active EE | $831 | $1,326-37.4% | $2,145-61.3% | $3,952-79.0% |
| Admin fee / account holder | $203 | $2,429-91.7% | $3,380-94.0% | $6,261-96.8% |