Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $36,472 | $182,442-80.0% | $163,379-77.7% | $138,895-73.7% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 19.23% | 72.74%-53.5pp | 63.41%-44.2pp | 145.39%-126.2pp |
| Employer contribution / active EE | $1,867 | $4,159-55.1% | $3,752-50.2% | $4,194-55.5% |
| Participant deferral / active EE | $5,509 | $6,817-19.2% | $6,282-12.3% | $6,396-13.9% |
| Admin fee / account holder | $219 | $10,396-97.9% | $9,818-97.8% | $12,562-98.3% |