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 | $80,380 | $110,410-27.2% | $102,437-21.5% | $145,897-44.9% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 11.45% | 24.85%-13.4pp | 24.95%-13.5pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,634 | $4,217-61.2% | $3,871-57.8% | $4,663-64.9% |
| Participant deferral / active EE | $4,040 | $5,622-28.1% | $5,060-20.2% | $6,689-39.6% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |