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 | $17,937 | $109,967-83.7% | $97,197-81.5% | $145,877-87.7% |
| Participation rate | 50.0% | 76.0%-26.0pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 13.82% | 244.27%-230.5pp | 75.47%-61.6pp | 551.28%-537.5pp |
| Employer contribution / active EE | $646 | $3,077-79.0% | $2,723-76.3% | $4,663-86.2% |
| Participant deferral / active EE | $1,905 | $4,676-59.3% | $4,263-55.3% | $6,691-71.5% |
| Admin fee / account holder | $94 | $6,199-98.5% | $5,637-98.3% | $13,402-99.3% |