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 | $38,326 | $88,778-56.8% | $81,844-53.2% | $145,884-73.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 19.38% | 1033.03%-1013.6pp | 778.87%-759.5pp | 551.85%-532.5pp |
| Employer contribution / active EE | $2,373 | $3,087-23.1% | $2,916-18.6% | $4,662-49.1% |
| Participant deferral / active EE | $4,382 | $4,648-5.7% | $4,323+1.4% | $6,690-34.5% |
| Admin fee / account holder | $178 | $8,430-97.9% | $7,355-97.6% | $13,392-98.7% |