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 | $15,067 | $100,203-85.0% | $85,240-82.3% | $145,897-89.7% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 33.63% | 84.28%-50.6pp | 66.75%-33.1pp | 552.29%-518.7pp |
| Employer contribution / active EE | $1,194 | $3,242-63.2% | $2,735-56.3% | $4,663-74.4% |
| Participant deferral / active EE | $2,149 | $5,299-59.4% | $4,527-52.5% | $6,689-67.9% |
| Admin fee / account holder | $262 | $7,265-96.4% | $6,165-95.7% | $13,390-98.0% |