Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,831 | $77,901-73.3% | $149,717-86.1% | $75,181-72.3% |
| Participation rate | 41.4% | 65.6%-24.2pp | 78.8%-37.4pp | 67.2%-25.8pp |
| Annual return | 25.82% | 31.73%-5.9pp | 134.41%-108.6pp | 160.69%-134.9pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,747 | $3,411+39.2% | $5,682-16.4% | $4,126+15.1% |
| Admin fee / account holder | $90 | $5,949-98.5% | $13,213-99.3% | $5,650-98.4% |