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 | $47,071 | $72,071-34.7% | $68,368-31.2% | $137,256-65.7% |
| Participation rate | 41.7% | 76.2%-34.6pp | 73.8%-32.1pp | 80.0%-38.3pp |
| Annual return | 19.48% | 353.14%-333.7pp | 292.57%-273.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,399 | $2,788-49.8% | $2,649-47.2% | $4,156-66.4% |
| Participant deferral / active EE | $1,523 | $4,410-65.5% | $4,123-63.1% | $6,407-76.2% |
| Admin fee / account holder | $195 | $5,336-96.3% | $5,150-96.2% | $12,270-98.4% |