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 | $24,112 | $111,878-78.4% | $93,727-74.3% | $145,897-83.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 9.27% | 204.28%-195.0pp | 133.83%-124.6pp | 552.29%-543.0pp |
| Employer contribution / active EE | $1,043 | $3,092-66.3% | $2,421-56.9% | $4,663-77.6% |
| Participant deferral / active EE | $1,675 | $4,920-66.0% | $4,417-62.1% | $6,689-75.0% |
| Admin fee / account holder | $264 | $10,256-97.4% | $8,292-96.8% | $13,390-98.0% |