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 | $103,903 | $101,950+1.9% | $125,529-17.2% | $86,983+19.5% |
| Participation rate | 36.1% | 70.2%-34.0pp | 74.7%-38.6pp | 69.5%-33.4pp |
| Annual return | 13.26% | 18.29%-5.0pp | 202.56%-189.3pp | 25.83%-12.6pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,631 | $3,862-31.9% | $4,813-45.3% | $4,194-37.3% |
| Admin fee / account holder | $0 | $12,791-100.0% | $16,298-100.0% | $7,856-100.0% |