Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,705 | $157,296-83.7% | $141,191-81.8% | $152,897-83.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 29.75% | 64.34%-34.6pp | 71.41%-41.7pp | 345.43%-315.7pp |
| Employer contribution / active EE | $1,130 | $5,262-78.5% | $4,736-76.1% | $4,764-76.3% |
| Participant deferral / active EE | $4,814 | $7,111-32.3% | $6,710-28.3% | $5,851-17.7% |
| Admin fee / account holder | $61 | $12,125-99.5% | $10,264-99.4% | $11,599-99.5% |