Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $50,616 | $85,766-41.0% | $136,298-62.9% | $70,126-27.8% |
| Participation rate | 57.6% | 74.2%-16.6pp | 81.9%-24.3pp | 69.5%-12.0pp |
| Annual return | 22.60% | 31.46%-8.9pp | 5156.27%-5133.7pp | 73.15%-50.6pp |
| Employer contribution / active EE | $873 | $2,966-70.6% | $4,696-81.4% | $2,343-62.7% |
| Participant deferral / active EE | $3,325 | $5,051-34.2% | $6,247-46.8% | $3,332-0.2% |
| Admin fee / account holder | $10 | $5,421-99.8% | $9,244-99.9% | $4,645-99.8% |