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 | $46,367 | $96,678-52.0% | $86,640-46.5% | $139,466-66.8% |
| Participation rate | 54.5% | 74.4%-19.9pp | 71.7%-17.2pp | 80.3%-25.8pp |
| Annual return | 23.13% | 106.69%-83.6pp | 592.52%-569.4pp | 373.66%-350.5pp |
| Employer contribution / active EE | $1,024 | $3,265-68.6% | $3,024-66.1% | $4,754-78.5% |
| Participant deferral / active EE | $3,264 | $4,837-32.5% | $4,438-26.5% | $6,712-51.4% |
| Admin fee / account holder | $5 | $6,410-99.9% | $5,616-99.9% | $11,409-100.0% |