Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $50,563 | $111,830-54.8% | $93,696-46.0% | $145,884-65.3% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 21.90% | 204.08%-182.2pp | 133.74%-111.8pp | 551.85%-529.9pp |
| Employer contribution / active EE | $1,310 | $3,093-57.6% | $2,422-45.9% | $4,662-71.9% |
| Participant deferral / active EE | $3,275 | $4,920-33.4% | $4,417-25.8% | $6,690-51.0% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |