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 | $51,249 | $48,053+6.7% | $84,637-39.4% | $72,976-29.8% |
| Participation rate | 25.4% | 57.6%-32.2pp | 68.2%-42.8pp | 69.5%-44.1pp |
| Annual return | 22.29% | 37.39%-15.1pp | 258.82%-236.5pp | 81.02%-58.7pp |
| Employer contribution / active EE | $1,094 | $1,602-31.7% | $2,653-58.8% | $2,440-55.2% |
| Participant deferral / active EE | $2,204 | $2,681-17.8% | $3,900-43.5% | $3,608-38.9% |
| Admin fee / account holder | $0 | $3,395-100.0% | $4,914-100.0% | $5,124-100.0% |