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 | $15,201 | $111,814-86.4% | $103,374-85.3% | $145,959-89.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 13.34% | 24.77%-11.4pp | 24.89%-11.5pp | 561.95%-548.6pp |
| Employer contribution / active EE | $1,680 | $4,214-60.1% | $3,869-56.6% | $4,661-64.0% |
| Participant deferral / active EE | $2,025 | $5,618-64.0% | $5,058-60.0% | $6,689-69.7% |
| Admin fee / account holder | $243 | $9,754-97.5% | $8,394-97.1% | $13,398-98.2% |