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 | $28,097 | $58,391-51.9% | $76,667-63.4% | $72,976-61.5% |
| Participation rate | 41.5% | 67.4%-25.8pp | 72.1%-30.6pp | 69.5%-28.0pp |
| Annual return | 19.33% | 2306.65%-2287.3pp | 1166.74%-1147.4pp | 81.02%-61.7pp |
| Employer contribution / active EE | $891 | $1,787-50.1% | $2,303-61.3% | $2,440-63.5% |
| Participant deferral / active EE | $1,638 | $2,690-39.1% | $3,336-50.9% | $3,608-54.6% |
| Admin fee / account holder | $208 | $4,014-94.8% | $6,423-96.8% | $5,124-95.9% |