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 | $88,940 | $144,124-38.3% | $117,857-24.5% | $147,585-39.7% |
| Participation rate | 52.9% | 83.4%-30.5pp | 79.7%-26.7pp | 82.8%-29.9pp |
| Annual return | 14.78% | 531.17%-516.4pp | 335.09%-320.3pp | 578.57%-563.8pp |
| Employer contribution / active EE | $1,802 | $4,897-63.2% | $3,786-52.4% | $4,876-63.0% |
| Participant deferral / active EE | $3,542 | $5,316-33.4% | $4,482-21.0% | $5,439-34.9% |
| Admin fee / account holder | $10 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |