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 | $82,105 | $165,351-50.3% | $149,710-45.2% | $158,931-48.3% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 16.53% | 348.19%-331.7pp | 276.63%-260.1pp | 302.86%-286.3pp |
| Employer contribution / active EE | $2,159 | $5,103-57.7% | $4,645-53.5% | $4,761-54.7% |
| Participant deferral / active EE | $5,867 | $7,181-18.3% | $6,842-14.2% | $5,982-1.9% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |