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 | $12,437 | $106,974-88.4% | $90,796-86.3% | $138,895-91.0% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.5%-2.8pp | 79.9%-13.3pp |
| Annual return | 18.05% | 20.10%-2.1pp | 19.29%-1.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $514 | $2,609-80.3% | $2,294-77.6% | $4,194-87.8% |
| Participant deferral / active EE | $1,242 | $4,455-72.1% | $3,822-67.5% | $6,396-80.6% |
| Admin fee / account holder | $40 | $8,626-99.5% | $7,024-99.4% | $12,562-99.7% |