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 | $129,870 | $97,020+33.9% | $83,322+55.9% | $135,379-4.1% |
| Participation rate | 16.7% | 80.4%-63.7pp | 77.8%-61.1pp | 82.6%-66.0pp |
| Annual return | 173.56% | 12.31%+161.3pp | 10.64%+162.9pp | 519.79%-346.2pp |
| Employer contribution / active EE | $500 | $4,144-87.9% | $3,379-85.2% | $4,779-89.5% |
| Participant deferral / active EE | $3,083 | $5,964-48.3% | $5,565-44.6% | $5,609-45.0% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |