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 | $14,656 | $85,060-82.8% | $70,565-79.2% | $139,487-89.5% |
| Participation rate | 33.3% | 73.9%-40.6pp | 68.4%-35.0pp | 80.3%-47.0pp |
| Annual return | 31.22% | 30.39%+0.8pp | 32.79%-1.6pp | 373.84%-342.6pp |
| Employer contribution / active EE | $720 | $3,912-81.6% | $2,976-75.8% | $4,755-84.9% |
| Participant deferral / active EE | $2,040 | $5,891-65.4% | $4,568-55.3% | $6,713-69.6% |
| Admin fee / account holder | $100 | $8,932-98.9% | $6,430-98.4% | $11,407-99.1% |