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 | $40,965 | $100,895-59.4% | $90,430-54.7% | $158,950-74.2% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.0pp | 82.0%-18.3pp |
| Annual return | 15.78% | 1725.54%-1709.8pp | 1293.73%-1277.9pp | 302.91%-287.1pp |
| Employer contribution / active EE | $1,876 | $3,689-49.1% | $3,262-42.5% | $4,762-60.6% |
| Participant deferral / active EE | $3,584 | $4,347-17.6% | $3,963-9.6% | $5,983-40.1% |
| Admin fee / account holder | $298 | $6,505-95.4% | $5,613-94.7% | $11,248-97.3% |