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 | $16,680 | $48,337-65.5% | $67,560-75.3% | $80,959-79.4% |
| Participation rate | 52.6% | 66.4%-13.8pp | 72.9%-20.3pp | 67.7%-15.0pp |
| Annual return | 13.78% | 18.26%-4.5pp | 3533.50%-3519.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $893 | $2,023-55.9% | $2,737-67.4% | $2,757-67.6% |
| Participant deferral / active EE | $2,138 | $2,928-27.0% | $4,004-46.6% | $4,300-50.3% |
| Admin fee / account holder | $126 | $3,695-96.6% | $3,994-96.8% | $6,925-98.2% |