Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $96,426 | $115,917-16.8% | $100,535-4.1% | $158,982-39.3% |
| Participation rate | 52.4% | 81.6%-29.2pp | 79.4%-27.0pp | 82.0%-29.6pp |
| Annual return | 21.68% | 34.80%-13.1pp | 30.90%-9.2pp | 302.99%-281.3pp |
| Employer contribution / active EE | $1,611 | $4,105-60.8% | $3,419-52.9% | $4,763-66.2% |
| Participant deferral / active EE | $3,048 | $6,677-54.3% | $6,271-51.4% | $5,983-49.1% |
| Admin fee / account holder | $2 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |