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 | $34,013 | $47,479-28.4% | $62,929-45.9% | $82,448-58.7% |
| Participation rate | 27.0% | 66.9%-39.8pp | 73.1%-46.1pp | 68.1%-41.0pp |
| Annual return | 18.89% | 20.34%-1.5pp | 1063.93%-1045.0pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,811 | $2,870-36.9% | $3,888-53.4% | $4,139-56.2% |
| Admin fee / account holder | $0 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |