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 | $67,731 | $157,304-56.9% | $141,197-52.0% | $152,909-55.7% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 23.03% | 64.34%-41.3pp | 71.41%-48.4pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,661 | $5,263-68.4% | $4,736-64.9% | $4,764-65.1% |
| Participant deferral / active EE | $3,263 | $7,111-54.1% | $6,710-51.4% | $5,851-44.2% |
| Admin fee / account holder | $83 | $12,126-99.3% | $10,265-99.2% | $11,601-99.3% |