Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $53,068 | $125,193-57.6% | $105,591-49.7% | $145,978-63.6% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 25.26% | 225.53%-200.3pp | 116.43%-91.2pp | 550.52%-525.3pp |
| Employer contribution / active EE | $1,105 | $3,718-70.3% | $3,166-65.1% | $4,662-76.3% |
| Participant deferral / active EE | $5,722 | $5,708+0.3% | $5,008+14.3% | $6,690-14.5% |
| Admin fee / account holder | $241 | $17,277-98.6% | $11,024-97.8% | $13,400-98.2% |