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 | $14,953 | $114,119-86.9% | $107,187-86.0% | $138,895-89.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 33.68% | 273.21%-239.5pp | 204.55%-170.9pp | 145.39%-111.7pp |
| Employer contribution / active EE | $1,689 | $4,059-58.4% | $3,782-55.3% | $4,194-59.7% |
| Participant deferral / active EE | $3,891 | $5,538-29.7% | $5,096-23.7% | $6,396-39.2% |
| Admin fee / account holder | $14 | $10,024-99.9% | $9,162-99.9% | $12,562-99.9% |