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 | $51,231 | $104,116-50.8% | $71,089-27.9% | $135,380-62.2% |
| Participation rate | 42.9% | 65.7%-22.8pp | 54.6%-11.8pp | 82.6%-39.8pp |
| Annual return | 10.50% | 1256.51%-1246.0pp | 650.65%-640.2pp | 519.81%-509.3pp |
| Employer contribution / active EE | $531 | $1,485-64.2% | $1,088-51.2% | $4,779-88.9% |
| Participant deferral / active EE | $1,085 | $2,524-57.0% | $1,873-42.0% | $5,609-80.6% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |