Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $50,487 | $160,040-68.5% | $147,096-65.7% | $145,877-65.4% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 24.61% | 98.49%-73.9pp | 419.75%-395.1pp | 551.28%-526.7pp |
| Employer contribution / active EE | $1,621 | $5,289-69.4% | $4,936-67.2% | $4,663-65.2% |
| Participant deferral / active EE | $2,595 | $8,429-69.2% | $8,071-67.9% | $6,691-61.2% |
| Admin fee / account holder | $62 | $15,050-99.6% | $13,005-99.5% | $13,402-99.5% |