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 | $54,431 | $109,372-50.2% | $89,414-39.1% | $158,966-65.8% |
| Participation rate | 56.5% | 74.3%-17.7pp | 68.0%-11.5pp | 82.0%-25.4pp |
| Annual return | 19.74% | 345.55%-325.8pp | 245.50%-225.8pp | 302.95%-283.2pp |
| Employer contribution / active EE | $1,478 | $3,171-53.4% | $2,586-42.9% | $4,762-69.0% |
| Participant deferral / active EE | $3,609 | $4,598-21.5% | $3,890-7.2% | $5,983-39.7% |
| Admin fee / account holder | $235 | $6,156-96.2% | $4,883-95.2% | $11,250-97.9% |