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 | $64,615 | $160,070-59.6% | $147,117-56.1% | $145,897-55.7% |
| Participation rate | 46.7% | 84.0%-37.4pp | 82.2%-35.5pp | 80.3%-33.6pp |
| Annual return | 14.65% | 98.69%-84.0pp | 420.54%-405.9pp | 552.29%-537.6pp |
| Employer contribution / active EE | $2,175 | $5,285-58.8% | $4,932-55.9% | $4,663-53.3% |
| Participant deferral / active EE | $4,737 | $8,419-43.7% | $8,065-41.3% | $6,689-29.2% |
| Admin fee / account holder | $216 | $15,035-98.6% | $12,993-98.3% | $13,390-98.4% |