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 | $35,966 | $98,240-63.4% | $82,312-56.3% | $147,586-75.6% |
| Participation rate | 22.2% | 79.7%-57.5pp | 76.9%-54.7pp | 82.8%-60.6pp |
| Annual return | 22.70% | 30.85%-8.2pp | 25.88%-3.2pp | 578.59%-555.9pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,444 | $4,383-67.0% | $3,706-61.0% | $5,439-73.4% |
| Admin fee / account holder | $25 | $8,563-99.7% | $5,608-99.5% | $10,886-99.8% |