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 | $35,377 | $232,540-84.8% | $185,117-80.9% | $147,586-76.0% |
| Participation rate | 45.8% | 82.4%-36.5pp | 77.3%-31.4pp | 82.8%-37.0pp |
| Annual return | 20.14% | 43.03%-22.9pp | 40.50%-20.4pp | 578.59%-558.5pp |
| Employer contribution / active EE | $1,064 | $5,195-79.5% | $4,182-74.6% | $4,876-78.2% |
| Participant deferral / active EE | $2,426 | $5,834-58.4% | $5,045-51.9% | $5,439-55.4% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |