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 | $53,210 | $110,410-51.8% | $102,437-48.1% | $145,897-63.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.23% | 24.85%-14.6pp | 24.95%-14.7pp | 552.29%-542.1pp |
| Employer contribution / active EE | $2,093 | $4,217-50.4% | $3,871-45.9% | $4,663-55.1% |
| Participant deferral / active EE | $2,093 | $5,622-62.8% | $5,060-58.6% | $6,689-68.7% |
| Admin fee / account holder | $257 | $9,745-97.4% | $8,388-96.9% | $13,390-98.1% |