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 | $33,677 | $110,410-69.5% | $102,437-67.1% | $145,897-76.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 11.17% | 24.85%-13.7pp | 24.95%-13.8pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,377 | $4,217-67.4% | $3,871-64.4% | $4,663-70.5% |
| Participant deferral / active EE | $2,368 | $5,622-57.9% | $5,060-53.2% | $6,689-64.6% |
| Admin fee / account holder | $165 | $9,745-98.3% | $8,388-98.0% | $13,390-98.8% |