Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $48,401 | $154,209-68.6% | $130,062-62.8% | $139,487-65.3% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 22.48% | 32.52%-10.0pp | -137.37%+159.8pp | 373.84%-351.4pp |
| Employer contribution / active EE | $8,737 | $5,292+65.1% | $4,322+102.1% | $4,755+83.8% |
| Participant deferral / active EE | $8,071 | $6,709+20.3% | $5,821+38.7% | $6,713+20.2% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |