Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $54,412 | $175,259-69.0% | $149,723-63.7% | $139,487-61.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 15.10% | 166.82%-151.7pp | 134.50%-119.4pp | 373.84%-358.7pp |
| Employer contribution / active EE | $2,004 | $5,478-63.4% | $4,821-58.4% | $4,755-57.9% |
| Participant deferral / active EE | $5,775 | $6,522-11.4% | $5,682+1.6% | $6,713-14.0% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |