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 | $17,706 | $67,823-73.9% | $52,425-66.2% | $137,256-87.1% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 18.16% | 219.11%-201.0pp | 302.12%-284.0pp | 220.34%-202.2pp |
| Employer contribution / active EE | $562 | $1,163-51.6% | $914-38.5% | $4,156-86.5% |
| Participant deferral / active EE | $969 | $2,288-57.6% | $1,790-45.9% | $6,407-84.9% |
| Admin fee / account holder | $144 | $2,844-94.9% | $2,495-94.2% | $12,270-98.8% |