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 | $44,083 | $63,346-30.4% | $92,240-52.2% | $70,126-37.1% |
| Participation rate | 30.3% | 68.7%-38.4pp | 76.5%-46.2pp | 69.5%-39.2pp |
| Annual return | 13.67% | 530.19%-516.5pp | 176.29%-162.6pp | 73.15%-59.5pp |
| Employer contribution / active EE | $942 | $2,471-61.9% | $3,680-74.4% | $2,343-59.8% |
| Participant deferral / active EE | $2,107 | $2,854-26.2% | $3,897-45.9% | $3,332-36.7% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |