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 | $65,339 | $101,063-35.3% | $81,473-19.8% | $147,586-55.7% |
| Participation rate | 61.1% | 74.5%-13.3pp | 68.0%-6.8pp | 82.8%-21.7pp |
| Annual return | 13.78% | 32.41%-18.6pp | 38.78%-25.0pp | 578.59%-564.8pp |
| Employer contribution / active EE | $1,381 | $3,206-56.9% | $2,568-46.2% | $4,876-71.7% |
| Participant deferral / active EE | $4,768 | $4,242+12.4% | $3,537+34.8% | $5,439-12.3% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |