Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $46,957 | $105,200-55.4% | $159,474-70.6% | $85,847-45.3% |
| Participation rate | 64.7% | 75.8%-11.1pp | 82.8%-18.1pp | 69.3%-4.6pp |
| Annual return | 13.80% | 45.08%-31.3pp | 263.68%-249.9pp | 318.61%-304.8pp |
| Employer contribution / active EE | $2,340 | $3,319-29.5% | $4,831-51.6% | $2,565-8.8% |
| Participant deferral / active EE | $10,079 | $5,946+69.5% | $7,353+37.1% | $3,952+155.0% |
| Admin fee / account holder | $202 | $6,934-97.1% | $10,802-98.1% | $6,261-96.8% |