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 | $16,818 | $123,859-86.4% | $69,632-75.8% | $145,897-88.5% |
| Participation rate | 55.0% | 69.2%-14.2pp | 66.4%-11.4pp | 80.3%-25.3pp |
| Annual return | 17.47% | 192.49%-175.0pp | 101.32%-83.9pp | 552.29%-534.8pp |
| Employer contribution / active EE | $1,151 | $2,673-56.9% | $1,708-32.6% | $4,663-75.3% |
| Participant deferral / active EE | $2,483 | $4,242-41.5% | $2,889-14.1% | $6,689-62.9% |
| Admin fee / account holder | $76 | $7,817-99.0% | $4,695-98.4% | $13,390-99.4% |