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 | $43,912 | $209,336-79.0% | $197,124-77.7% | $137,256-68.0% |
| Participation rate | 44.4% | 87.3%-42.9pp | 86.7%-42.3pp | 80.0%-35.5pp |
| Annual return | 14.10% | 48.09%-34.0pp | 44.34%-30.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,762 | $6,591-73.3% | $6,227-71.7% | $4,156-57.6% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $12 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |