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 | $17,770 | $95,580-81.4% | $76,872-76.9% | $139,466-87.3% |
| Participation rate | 66.7% | 74.0%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 50.18% | 55.00%-4.8pp | 37.90%+12.3pp | 373.66%-323.5pp |
| Employer contribution / active EE | $3,496 | $3,145+11.2% | $2,533+38.0% | $4,754-26.5% |
| Participant deferral / active EE | $5,448 | $4,623+17.9% | $3,832+42.2% | $6,712-18.8% |
| Admin fee / account holder | $188 | $8,302-97.7% | $5,476-96.6% | $11,409-98.4% |