Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $15,175 | $84,236-82.0% | $170,435-91.1% | $70,126-78.4% |
| Participation rate | 58.1% | 70.8%-12.8pp | 83.6%-25.5pp | 69.5%-11.5pp |
| Annual return | 12.59% | 23.06%-10.5pp | 205.94%-193.4pp | 73.15%-60.6pp |
| Employer contribution / active EE | $617 | $3,387-81.8% | $5,432-88.6% | $2,343-73.7% |
| Participant deferral / active EE | $1,266 | $3,086-59.0% | $4,939-74.4% | $3,332-62.0% |
| Admin fee / account holder | $22 | $5,698-99.6% | $13,881-99.8% | $4,645-99.5% |