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 | $57,328 | $101,063-43.3% | $81,473-29.6% | $147,586-61.2% |
| Participation rate | 12.5% | 74.5%-62.0pp | 68.0%-55.5pp | 82.8%-70.3pp |
| Annual return | 22.21% | 32.41%-10.2pp | 38.78%-16.6pp | 578.59%-556.4pp |
| Employer contribution / active EE | $1,041 | $3,206-67.5% | $2,568-59.5% | $4,876-78.6% |
| Participant deferral / active EE | $2,529 | $4,242-40.4% | $3,537-28.5% | $5,439-53.5% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |