Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,663 | $70,366-80.6% | $66,674-79.5% | $138,895-90.2% |
| Participation rate | 68.8% | 76.2%-7.4pp | 73.7%-4.9pp | 79.9%-11.2pp |
| Annual return | 27.19% | 386.41%-359.2pp | 321.24%-294.0pp | 145.39%-118.2pp |
| Employer contribution / active EE | $1,415 | $2,765-48.8% | $2,620-46.0% | $4,194-66.3% |
| Participant deferral / active EE | $1,535 | $4,374-64.9% | $4,084-62.4% | $6,396-76.0% |
| Admin fee / account holder | $129 | $5,262-97.5% | $5,098-97.5% | $12,562-99.0% |