Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $34,052 | $118,488-71.3% | $98,462-65.4% | $139,487-75.6% |
| Participation rate | 0.0% | 77.5%-77.5pp | 75.2%-75.2pp | 80.3%-80.3pp |
| Annual return | 20.41% | 18.96%+1.4pp | 21.17%-0.8pp | 373.84%-353.4pp |
| Employer contribution / active EE | $4,461 | $3,611+23.6% | $3,049+46.3% | $4,755-6.2% |
| Participant deferral / active EE | $13,996 | $5,393+159.5% | $4,738+195.4% | $6,713+108.5% |
| Admin fee / account holder | $8 | $13,868-99.9% | $8,875-99.9% | $11,407-99.9% |