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 | $11,778 | $67,823-82.6% | $52,425-77.5% | $137,256-91.4% |
| Participation rate | 30.4% | 63.9%-33.5pp | 55.6%-25.2pp | 80.0%-49.5pp |
| Annual return | 18.48% | 219.11%-200.6pp | 302.12%-283.6pp | 220.34%-201.9pp |
| Employer contribution / active EE | $373 | $1,163-67.9% | $914-59.2% | $4,156-91.0% |
| Participant deferral / active EE | $470 | $2,288-79.4% | $1,790-73.7% | $6,407-92.7% |
| Admin fee / account holder | $85 | $2,844-97.0% | $2,495-96.6% | $12,270-99.3% |