Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $90,040 | $29,319+207.1% | $52,425+71.8% | $82,448+9.2% |
| Participation rate | 13.8% | 46.9%-33.1pp | 55.6%-41.8pp | 68.1%-54.3pp |
| Annual return | 15.76% | 535.20%-519.4pp | 302.12%-286.4pp | 41.64%-25.9pp |
| Employer contribution / active EE | $241 | $586-58.9% | $914-73.6% | $2,551-90.5% |
| Participant deferral / active EE | $1,270 | $1,171+8.4% | $1,790-29.1% | $4,139-69.3% |
| Admin fee / account holder | $1 | $1,962-99.9% | $2,495-100.0% | $7,234-100.0% |