Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $29,067 | $105,145-72.4% | $94,664-69.3% | $139,466-79.2% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 26.01% | 38.09%-12.1pp | 156.84%-130.8pp | 373.66%-347.7pp |
| Employer contribution / active EE | $2,751 | $4,107-33.0% | $3,673-25.1% | $4,754-42.1% |
| Participant deferral / active EE | $3,042 | $7,599-60.0% | $7,417-59.0% | $6,712-54.7% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |