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 | $56,926 | $202,342-71.9% | $172,752-67.0% | $152,897-62.8% |
| Participation rate | 53.3% | 87.1%-33.7pp | 82.6%-29.3pp | 82.5%-29.1pp |
| Annual return | 24.66% | 1029.83%-1005.2pp | 802.97%-778.3pp | 345.43%-320.8pp |
| Employer contribution / active EE | $1,751 | $5,858-70.1% | $5,144-66.0% | $4,764-63.2% |
| Participant deferral / active EE | $2,244 | $5,948-62.3% | $5,198-56.8% | $5,851-61.6% |
| Admin fee / account holder | $57 | $17,111-99.7% | $13,955-99.6% | $11,599-99.5% |