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 | $28,190 | $115,225-75.5% | $100,712-72.0% | $138,895-79.7% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 25.03% | 40.35%-15.3pp | 33.27%-8.2pp | 145.39%-120.4pp |
| Employer contribution / active EE | $1,791 | $2,771-35.4% | $2,313-22.6% | $4,194-57.3% |
| Participant deferral / active EE | $3,058 | $4,699-34.9% | $4,085-25.1% | $6,396-52.2% |
| Admin fee / account holder | $180 | $10,844-98.3% | $9,256-98.1% | $12,562-98.6% |