Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $57,397 | $68,398-16.1% | $94,664-39.4% | $75,173-23.6% |
| Participation rate | 55.6% | 76.1%-20.5pp | 80.8%-25.3pp | 67.2%-11.6pp |
| Annual return | 22.34% | 616.72%-594.4pp | 156.84%-134.5pp | 160.72%-138.4pp |
| Employer contribution / active EE | $3,143 | $2,701+16.4% | $3,673-14.4% | $2,671+17.7% |
| Participant deferral / active EE | $8,500 | $6,537+30.0% | $7,417+14.6% | $4,126+106.0% |
| Admin fee / account holder | $261 | $5,324-95.1% | $7,222-96.4% | $5,651-95.4% |