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 | $48,169 | $88,815-45.8% | $81,882-41.2% | $145,897-67.0% |
| Participation rate | 45.5% | 75.1%-29.6pp | 72.4%-26.9pp | 80.3%-34.9pp |
| Annual return | 19.85% | 1033.75%-1013.9pp | 779.47%-759.6pp | 552.29%-532.4pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,045 | $4,647-77.5% | $4,323-75.8% | $6,689-84.4% |
| Admin fee / account holder | $114 | $8,434-98.6% | $7,360-98.4% | $13,390-99.1% |