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 | $62,102 | $210,698-70.5% | $178,014-65.1% | $145,959-57.5% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 9.36% | 386.27%-376.9pp | 294.80%-285.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $1,445 | $4,567-68.4% | $3,950-63.4% | $4,661-69.0% |
| Participant deferral / active EE | $3,167 | $6,958-54.5% | $6,276-49.5% | $6,689-52.7% |
| Admin fee / account holder | $43 | $12,016-99.6% | $10,362-99.6% | $13,398-99.7% |