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 | $88,754-38.9% | $81,820-33.7% | $145,877-62.8% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 18.87% | 1031.77%-1012.9pp | 777.93%-759.1pp | 551.28%-532.4pp |
| Employer contribution / active EE | $1,271 | $3,085-58.8% | $2,915-56.4% | $4,663-72.7% |
| Participant deferral / active EE | $3,038 | $4,648-34.6% | $4,323-29.7% | $6,691-54.6% |
| Admin fee / account holder | $4 | $8,424-100.0% | $7,391-99.9% | $13,402-100.0% |