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 | $42,017 | $106,008-60.4% | $92,240-54.4% | $147,586-71.5% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 21.40% | 50.05%-28.6pp | 176.29%-154.9pp | 578.59%-557.2pp |
| Employer contribution / active EE | $998 | $4,333-77.0% | $3,680-72.9% | $4,876-79.5% |
| Participant deferral / active EE | $1,647 | $4,478-63.2% | $3,897-57.7% | $5,439-69.7% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |