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 | $33,973 | $148,582-77.1% | $135,942-75.0% | $139,456-75.6% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 23.56% | 79.26%-55.7pp | 68.28%-44.7pp | 373.45%-349.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,578 | $8,101-55.8% | $7,759-53.9% | $6,711-46.7% |
| Admin fee / account holder | $288 | $12,402-97.7% | $10,764-97.3% | $11,407-97.5% |