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 | $20,039 | $49,896-59.8% | $80,627-75.1% | $75,173-73.3% |
| Participation rate | 59.4% | 55.3%+4.0pp | 67.0%-7.6pp | 67.2%-7.8pp |
| Annual return | 19.90% | 34.67%-14.8pp | 936.76%-916.9pp | 160.72%-140.8pp |
| Employer contribution / active EE | $1,744 | $1,699+2.7% | $2,723-35.9% | $2,671-34.7% |
| Participant deferral / active EE | $3,331 | $2,992+11.3% | $4,443-25.0% | $4,126-19.3% |
| Admin fee / account holder | $181 | $3,578-94.9% | $5,381-96.6% | $5,651-96.8% |