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 | $20,682 | $183,592-88.7% | $155,574-86.7% | $145,877-85.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 13.99% | 61.37%-47.4pp | 64.87%-50.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,845 | $5,317-65.3% | $4,676-60.5% | $4,663-60.4% |
| Participant deferral / active EE | $4,690 | $6,466-27.5% | $5,629-16.7% | $6,691-29.9% |
| Admin fee / account holder | $92 | $19,316-99.5% | $15,914-99.4% | $13,402-99.3% |