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 | $32,723 | $102,938-68.2% | $94,105-65.2% | $138,895-76.4% |
| Participation rate | 66.7% | 74.6%-8.0pp | 71.9%-5.3pp | 79.9%-13.3pp |
| Annual return | 23.38% | 250.28%-226.9pp | 204.55%-181.2pp | 145.39%-122.0pp |
| Employer contribution / active EE | $4,405 | $2,732+61.3% | $2,504+75.9% | $4,194+5.0% |
| Participant deferral / active EE | $4,405 | $4,196+5.0% | $3,881+13.5% | $6,396-31.1% |
| Admin fee / account holder | $20 | $6,600-99.7% | $6,199-99.7% | $12,562-99.8% |