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 | $82,848 | $100,970-17.9% | $96,576-14.2% | $137,256-39.6% |
| Participation rate | 52.4% | 82.6%-30.2pp | 81.4%-29.1pp | 80.0%-27.6pp |
| Annual return | 16.24% | 38.16%-21.9pp | 38.47%-22.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,800 | $8,286-66.2% | $7,956-64.8% | $6,407-56.3% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |