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 | $11,683 | $112,729-89.6% | $98,716-88.2% | $137,256-91.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 18.86% | 38.48%-19.6pp | 31.81%-12.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $617 | $2,725-77.3% | $2,279-72.9% | $4,156-85.1% |
| Participant deferral / active EE | $4,487 | $4,640-3.3% | $4,048+10.9% | $6,407-30.0% |
| Admin fee / account holder | $260 | $10,129-97.4% | $8,703-97.0% | $12,270-97.9% |