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 | $4,633 | $67,823-93.2% | $52,425-91.2% | $137,256-96.6% |
| Participation rate | 52.6% | 63.9%-11.3pp | 55.6%-3.0pp | 80.0%-27.3pp |
| Annual return | 17.90% | 219.11%-201.2pp | 302.12%-284.2pp | 220.34%-202.4pp |
| Employer contribution / active EE | $246 | $1,163-78.8% | $914-73.1% | $4,156-94.1% |
| Participant deferral / active EE | $254 | $2,288-88.9% | $1,790-85.8% | $6,407-96.0% |
| Admin fee / account holder | $42 | $2,844-98.5% | $2,495-98.3% | $12,270-99.7% |