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 | $43,061 | $110,212-60.9% | $96,534-55.4% | $139,466-69.1% |
| Participation rate | 68.4% | 78.1%-9.7pp | 76.0%-7.6pp | 80.3%-11.9pp |
| Annual return | 18.14% | 26.42%-8.3pp | 25.88%-7.7pp | 373.66%-355.5pp |
| Employer contribution / active EE | $1,411 | $3,620-61.0% | $2,965-52.4% | $4,754-70.3% |
| Participant deferral / active EE | $4,093 | $5,547-26.2% | $4,851-15.6% | $6,712-39.0% |
| Admin fee / account holder | $292 | $11,599-97.5% | $8,253-96.5% | $11,409-97.4% |