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 | $77,605 | $65,712+18.1% | $57,196+35.7% | $273,972-71.7% |
| Participation rate | 47.6% | 78.3%-30.7pp | 75.3%-27.7pp | 83.0%-35.4pp |
| Annual return | 10.07% | 22.01%-11.9pp | 14.59%-4.5pp | 41.46%-31.4pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,546 | $3,782+46.6% | $3,096+79.1% | $5,287+4.9% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |