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 | $39,341 | $65,367-39.8% | $92,915-57.7% | $72,976-46.1% |
| Participation rate | 52.6% | 68.3%-15.7pp | 76.0%-23.4pp | 69.5%-16.9pp |
| Annual return | 51.13% | 42.11%+9.0pp | 109.45%-58.3pp | 81.02%-29.9pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,173 | $3,128+33.4% | $4,238-1.5% | $3,608+15.7% |
| Admin fee / account holder | $156 | $4,251-96.3% | $5,796-97.3% | $5,124-96.9% |