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 | $67,052 | $165,939-59.6% | $122,354-45.2% | $147,585-54.6% |
| Participation rate | 60.0% | 79.6%-19.6pp | 71.6%-11.6pp | 82.8%-22.8pp |
| Annual return | 15.35% | 34.56%-19.2pp | 30.28%-14.9pp | 578.58%-563.2pp |
| Employer contribution / active EE | $7,159 | $5,754+24.4% | $4,051+76.7% | $4,876+46.8% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |