Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $43,169 | $112,892-61.8% | $90,956-52.5% | $158,931-72.8% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 21.12% | 215.80%-194.7pp | 134.60%-113.5pp | 302.86%-281.7pp |
| Employer contribution / active EE | $1,486 | $2,893-48.6% | $2,122-30.0% | $4,761-68.8% |
| Participant deferral / active EE | $5,308 | $4,127+28.6% | $3,373+57.4% | $5,982-11.3% |
| Admin fee / account holder | $209 | $8,042-97.4% | $5,959-96.5% | $11,247-98.1% |