Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $66,627 | $110,093-39.5% | $97,295-31.5% | $145,897-54.3% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.3pp | 80.3%-47.0pp |
| Annual return | 8.48% | 244.76%-236.3pp | 75.62%-67.1pp | 552.29%-543.8pp |
| Employer contribution / active EE | $438 | $3,077-85.8% | $2,723-83.9% | $4,663-90.6% |
| Participant deferral / active EE | $3,032 | $4,678-35.2% | $4,264-28.9% | $6,689-54.7% |
| Admin fee / account holder | $243 | $6,212-96.1% | $5,646-95.7% | $13,390-98.2% |