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 | $30,882 | $90,614-65.9% | $76,089-59.4% | $145,877-78.8% |
| Participation rate | 68.8% | 74.5%-5.7pp | 69.1%-0.3pp | 80.3%-11.6pp |
| Annual return | 14.13% | 623.80%-609.7pp | 360.94%-346.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $730 | $3,324-78.1% | $2,690-72.9% | $4,663-84.4% |
| Participant deferral / active EE | $1,130 | $5,168-78.1% | $4,259-73.5% | $6,691-83.1% |
| Admin fee / account holder | $268 | $8,376-96.8% | $6,418-95.8% | $13,402-98.0% |