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 | $30,537 | $201,372-84.8% | $184,260-83.4% | $145,884-79.1% |
| Participation rate | 65.2% | 87.5%-22.3pp | 86.8%-21.6pp | 80.3%-15.1pp |
| Annual return | 14.91% | 29.04%-14.1pp | 28.84%-13.9pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,558 | $7,024-77.8% | $6,427-75.8% | $4,662-66.6% |
| Participant deferral / active EE | $3,429 | $9,808-65.0% | $9,133-62.5% | $6,690-48.7% |
| Admin fee / account holder | $76 | $16,362-99.5% | $13,898-99.5% | $13,392-99.4% |