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 | $58,147 | $102,938-43.5% | $94,105-38.2% | $138,895-58.1% |
| Participation rate | 57.1% | 74.6%-17.5pp | 71.9%-14.8pp | 79.9%-22.8pp |
| Annual return | 19.18% | 250.28%-231.1pp | 204.55%-185.4pp | 145.39%-126.2pp |
| Employer contribution / active EE | $1,745 | $2,732-36.1% | $2,504-30.3% | $4,194-58.4% |
| Participant deferral / active EE | $3,364 | $4,196-19.8% | $3,881-13.3% | $6,396-47.4% |
| Admin fee / account holder | $0 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |