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 | $59,952 | $63,342-5.4% | $92,236-35.0% | $70,131-14.5% |
| Participation rate | 60.0% | 68.7%-8.7pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 18.68% | 530.15%-511.5pp | 176.29%-157.6pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,802 | $2,471-27.1% | $3,679-51.0% | $2,342-23.1% |
| Participant deferral / active EE | $4,444 | $2,854+55.7% | $3,897+14.0% | $3,332+33.4% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |