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 | $18,030 | $108,897-83.4% | $100,378-82.0% | $145,877-87.6% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 12.44% | 58.17%-45.7pp | 49.41%-37.0pp | 551.28%-538.8pp |
| Employer contribution / active EE | $4,279 | $4,420-3.2% | $3,942+8.5% | $4,663-8.2% |
| Participant deferral / active EE | $10,362 | $8,455+22.6% | $8,087+28.1% | $6,691+54.9% |
| Admin fee / account holder | $274 | $9,690-97.2% | $7,899-96.5% | $13,402-98.0% |