Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,633 | $126,113-93.2% | $116,096-92.6% | $155,188-94.4% |
| Participation rate | 64.3% | 75.1%-10.9pp | 73.3%-9.0pp | 80.8%-16.5pp |
| Annual return | 19.82% | 391.72%-371.9pp | 326.25%-306.4pp | 148.84%-129.0pp |
| Employer contribution / active EE | $940 | $2,672-64.8% | $2,503-62.4% | $4,248-77.9% |
| Participant deferral / active EE | $1,690 | $4,162-59.4% | $3,952-57.2% | $6,531-74.1% |
| Admin fee / account holder | $27 | $8,045-99.7% | $7,704-99.7% | $14,480-99.8% |