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 | $29,503 | $98,240-70.0% | $82,312-64.2% | $147,586-80.0% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 16.18% | 30.85%-14.7pp | 25.88%-9.7pp | 578.59%-562.4pp |
| Employer contribution / active EE | $5,208 | $3,192+63.2% | $2,428+114.4% | $4,876+6.8% |
| Participant deferral / active EE | $4,000 | $4,383-8.7% | $3,706+7.9% | $5,439-26.5% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |