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 | $30,907 | $112,933-72.6% | $90,970-66.0% | $158,982-80.6% |
| Participation rate | 68.4% | 74.7%-6.3pp | 69.0%-0.6pp | 82.0%-13.5pp |
| Annual return | 16.99% | 215.82%-198.8pp | 134.60%-117.6pp | 302.99%-286.0pp |
| Employer contribution / active EE | $1,367 | $2,893-52.8% | $2,122-35.6% | $4,763-71.3% |
| Participant deferral / active EE | $2,166 | $4,128-47.5% | $3,373-35.8% | $5,983-63.8% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |