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 | $21,564 | $183,516-88.2% | $155,534-86.1% | $145,884-85.2% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 18.37% | 61.43%-43.1pp | 64.92%-46.5pp | 551.85%-533.5pp |
| Employer contribution / active EE | $2,568 | $5,315-51.7% | $4,675-45.1% | $4,662-44.9% |
| Participant deferral / active EE | $4,152 | $6,467-35.8% | $5,630-26.2% | $6,690-37.9% |
| Admin fee / account holder | $221 | $19,293-98.9% | $15,900-98.6% | $13,392-98.3% |