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 | $23,476 | $69,274-66.1% | $64,097-63.4% | $139,487-83.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 20.48% | 46.00%-25.5pp | 33.75%-13.3pp | 373.84%-353.4pp |
| Employer contribution / active EE | $2,008 | $3,187-37.0% | $2,750-27.0% | $4,755-57.8% |
| Participant deferral / active EE | $6,691 | $4,685+42.8% | $3,881+72.4% | $6,713-0.3% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,407-100.0% |