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 | $16,864 | $104,650-83.9% | $83,854-79.9% | $155,188-89.1% |
| Participation rate | 45.0% | 65.1%-20.1pp | 59.1%-14.1pp | 80.8%-35.8pp |
| Annual return | 21.89% | 28.97%-7.1pp | 31.39%-9.5pp | 148.84%-126.9pp |
| Employer contribution / active EE | $790 | $1,196-34.0% | $1,017-22.4% | $4,248-81.4% |
| Participant deferral / active EE | $2,683 | $2,367+13.3% | $2,035+31.8% | $6,531-58.9% |
| Admin fee / account holder | $93 | $3,518-97.4% | $3,197-97.1% | $14,480-99.4% |