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 | $54,260 | $88,815-38.9% | $81,882-33.7% | $145,897-62.8% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.8pp | 80.3%-16.7pp |
| Annual return | 18.87% | 1033.75%-1014.9pp | 779.47%-760.6pp | 552.29%-533.4pp |
| Employer contribution / active EE | $1,271 | $3,086-58.8% | $2,916-56.4% | $4,663-72.7% |
| Participant deferral / active EE | $3,038 | $4,647-34.6% | $4,323-29.7% | $6,689-54.6% |
| Admin fee / account holder | $4 | $8,434-100.0% | $7,360-99.9% | $13,390-100.0% |