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 | $48,587 | $101,063-51.9% | $81,473-40.4% | $147,586-67.1% |
| Participation rate | 47.1% | 74.5%-27.4pp | 68.0%-20.9pp | 82.8%-35.8pp |
| Annual return | 17.80% | 32.41%-14.6pp | 38.78%-21.0pp | 578.59%-560.8pp |
| Employer contribution / active EE | $1,250 | $3,206-61.0% | $2,568-51.3% | $4,876-74.4% |
| Participant deferral / active EE | $1,431 | $4,242-66.3% | $3,537-59.5% | $5,439-73.7% |
| Admin fee / account holder | $277 | $5,812-95.2% | $4,561-93.9% | $10,886-97.5% |