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 | $14,649 | $111,535-86.9% | $105,223-86.1% | $137,256-89.3% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 24.35% | 237.85%-213.5pp | 180.65%-156.3pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,608 | $3,939-59.2% | $3,689-56.4% | $4,156-61.3% |
| Participant deferral / active EE | $1,879 | $5,500-65.8% | $5,072-63.0% | $6,407-70.7% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |