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 | $55,293 | $165,912-66.7% | $122,342-54.8% | $147,585-62.5% |
| Participation rate | 33.3% | 79.6%-46.2pp | 71.6%-38.3pp | 82.8%-49.5pp |
| Annual return | 18.53% | 34.55%-16.0pp | 30.28%-11.7pp | 578.57%-560.0pp |
| Employer contribution / active EE | $872 | $5,754-84.8% | $4,051-78.5% | $4,876-82.1% |
| Participant deferral / active EE | $1,275 | $4,005-68.2% | $3,287-61.2% | $5,439-76.6% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |