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 | $54,540 | $106,005-48.5% | $92,239-40.9% | $147,585-63.0% |
| Participation rate | 25.0% | 80.4%-55.4pp | 76.5%-51.5pp | 82.8%-57.8pp |
| Annual return | 10.04% | 50.05%-40.0pp | 176.29%-166.3pp | 578.58%-568.5pp |
| Employer contribution / active EE | $1,250 | $4,333-71.2% | $3,680-66.0% | $4,876-74.4% |
| Participant deferral / active EE | $2,500 | $4,478-44.2% | $3,897-35.8% | $5,439-54.0% |
| Admin fee / account holder | $63 | $6,333-99.0% | $5,194-98.8% | $10,886-99.4% |