Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $44,965 | $183,516-75.5% | $155,534-71.1% | $145,884-69.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 11.83% | 61.43%-49.6pp | 64.92%-53.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $2,068 | $5,315-61.1% | $4,675-55.8% | $4,662-55.7% |
| Participant deferral / active EE | $9,125 | $6,467+41.1% | $5,630+62.1% | $6,690+36.4% |
| Admin fee / account holder | $247 | $19,293-98.7% | $15,900-98.4% | $13,392-98.2% |