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 | $53,385 | $58,726-9.1% | $142,898-62.6% | $85,851-37.8% |
| Participation rate | 69.2% | 58.5%+10.8pp | 72.0%-2.7pp | 69.3%-0.1pp |
| Annual return | 22.13% | 27.73%-5.6pp | 5639.64%-5617.5pp | 318.63%-296.5pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,512 | $2,609-3.7% | $3,838-34.6% | $3,952-36.4% |
| Admin fee / account holder | $13 | $4,234-99.7% | $6,560-99.8% | $6,261-99.8% |