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 | $35,938 | $99,011-63.7% | $86,582-58.5% | $147,586-75.6% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 19.42% | 1312.75%-1293.3pp | 965.08%-945.7pp | 578.59%-559.2pp |
| Employer contribution / active EE | $1,395 | $3,132-55.5% | $2,839-50.9% | $4,876-71.4% |
| Participant deferral / active EE | $2,959 | $3,972-25.5% | $3,609-18.0% | $5,439-45.6% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |