Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $58,377 | $185,883-68.6% | $170,043-65.7% | $139,466-58.1% |
| Participation rate | 25.0% | 87.8%-62.8pp | 87.0%-62.0pp | 80.3%-55.3pp |
| Annual return | 21.80% | 60.54%-38.7pp | 53.40%-31.6pp | 373.66%-351.9pp |
| Employer contribution / active EE | $1,508 | $7,596-80.2% | $6,790-77.8% | $4,754-68.3% |
| Participant deferral / active EE | $5,625 | $11,626-51.6% | $10,410-46.0% | $6,712-16.2% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |