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 | $30,969 | $113,338-72.7% | $94,993-67.4% | $147,586-79.0% |
| Participation rate | 53.3% | 78.0%-24.6pp | 73.9%-20.6pp | 82.8%-29.5pp |
| Annual return | 27.89% | 20.80%+7.1pp | 27.14%+0.7pp | 578.59%-550.7pp |
| Employer contribution / active EE | $2,981 | $3,160-5.7% | $2,603+14.5% | $4,876-38.9% |
| Participant deferral / active EE | $5,668 | $3,777+50.1% | $3,317+70.9% | $5,439+4.2% |
| Admin fee / account holder | $227 | $6,063-96.3% | $4,960-95.4% | $10,886-97.9% |