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 | $53,759 | $136,214-60.5% | $98,775-45.6% | $167,536-67.9% |
| Participation rate | 38.9% | 70.2%-31.3pp | 65.7%-26.8pp | 82.1%-43.2pp |
| Annual return | 11.50% | 67.53%-56.0pp | 49.92%-38.4pp | 478.82%-467.3pp |
| Employer contribution / active EE | $595 | $2,631-77.4% | $2,067-71.2% | $4,839-87.7% |
| Participant deferral / active EE | $1,248 | $3,716-66.4% | $3,035-58.9% | $6,342-80.3% |
| Admin fee / account holder | $0 | $5,031-100.0% | $4,076-100.0% | $12,315-100.0% |