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 | $34,003 | $185,883-81.7% | $170,043-80.0% | $139,466-75.6% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 25.52% | 60.54%-35.0pp | 53.40%-27.9pp | 373.66%-348.1pp |
| Employer contribution / active EE | $4,072 | $7,596-46.4% | $6,790-40.0% | $4,754-14.3% |
| Participant deferral / active EE | $7,541 | $11,626-35.1% | $10,410-27.6% | $6,712+12.4% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |