Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $55,478 | $124,336-55.4% | $111,303-50.2% | $167,518-66.9% |
| Participation rate | 38.9% | 79.6%-40.7pp | 77.3%-38.4pp | 82.1%-43.2pp |
| Annual return | 15.73% | 37.45%-21.7pp | 54.66%-38.9pp | 478.71%-463.0pp |
| Employer contribution / active EE | $1,580 | $3,436-54.0% | $2,731-42.1% | $4,838-67.3% |
| Participant deferral / active EE | $2,273 | $5,181-56.1% | $4,487-49.4% | $6,342-64.2% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |