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 | $48,693 | $103,038-52.7% | $90,324-46.1% | $152,909-68.2% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 25.61% | 95.25%-69.6pp | 78.15%-52.5pp | 345.46%-319.8pp |
| Employer contribution / active EE | $1,345 | $3,141-57.2% | $2,856-52.9% | $4,764-71.8% |
| Participant deferral / active EE | $3,352 | $4,282-21.7% | $3,885-13.7% | $5,851-42.7% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |