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 | $55,328 | $99,652-44.5% | $78,778-29.8% | $147,586-62.5% |
| Participation rate | 59.1% | 76.2%-17.1pp | 69.2%-10.1pp | 82.8%-23.7pp |
| Annual return | 15.31% | 47.28%-32.0pp | 35.62%-20.3pp | 578.59%-563.3pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,895 | $3,664-48.3% | $2,958-35.9% | $5,439-65.2% |
| Admin fee / account holder | $136 | $7,155-98.1% | $5,134-97.3% | $10,886-98.7% |