Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $56,858 | $217,432-73.9% | $185,849-69.4% | $167,536-66.1% |
| Participation rate | 52.9% | 86.1%-33.1pp | 81.7%-28.8pp | 82.1%-29.2pp |
| Annual return | 17.10% | 148.42%-131.3pp | 122.10%-105.0pp | 478.82%-461.7pp |
| Employer contribution / active EE | $2,495 | $5,875-57.5% | $5,169-51.7% | $4,839-48.4% |
| Participant deferral / active EE | $5,275 | $6,357-17.0% | $5,569-5.3% | $6,342-16.8% |
| Admin fee / account holder | $4 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |