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 | $10,514 | $110,303-90.5% | $95,759-89.0% | $139,487-92.5% |
| Participation rate | 64.3% | 75.7%-11.5pp | 72.3%-8.0pp | 80.3%-16.1pp |
| Annual return | 237.25% | 27.19%+210.1pp | 28.42%+208.8pp | 373.84%-136.6pp |
| Employer contribution / active EE | $2,124 | $3,261-34.9% | $2,836-25.1% | $4,755-55.3% |
| Participant deferral / active EE | $2,945 | $4,674-37.0% | $4,244-30.6% | $6,713-56.1% |
| Admin fee / account holder | $41 | $6,615-99.4% | $5,678-99.3% | $11,407-99.6% |