Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,683 | $98,776-69.9% | $149,745-80.2% | $79,856-62.8% |
| Participation rate | 62.8% | 75.8%-13.0pp | 82.5%-19.7pp | 69.6%-6.9pp |
| Annual return | 27.25% | 27.38%-0.1pp | 276.72%-249.5pp | 31.71%-4.5pp |
| Employer contribution / active EE | $2,913 | $3,217-9.5% | $4,646-37.3% | $2,471+17.9% |
| Participant deferral / active EE | $5,230 | $5,681-7.9% | $6,843-23.6% | $3,741+39.8% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |