Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $61,310 | $85,060-27.9% | $70,565-13.1% | $139,487-56.0% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.4%-8.4pp | 80.3%-20.3pp |
| Annual return | 17.63% | 30.39%-12.8pp | 32.79%-15.2pp | 373.84%-356.2pp |
| Employer contribution / active EE | $1,612 | $3,912-58.8% | $2,976-45.8% | $4,755-66.1% |
| Participant deferral / active EE | $7,212 | $5,891+22.4% | $4,568+57.9% | $6,713+7.4% |
| Admin fee / account holder | $0 | $8,932-100.0% | $6,430-100.0% | $11,407-100.0% |