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 | $58,306 | $72,071-19.1% | $68,368-14.7% | $137,256-57.5% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.0%-16.3pp |
| Annual return | 16.07% | 353.14%-337.1pp | 292.57%-276.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,296 | $2,788+18.2% | $2,649+24.4% | $4,156-20.7% |
| Participant deferral / active EE | $4,276 | $4,410-3.0% | $4,123+3.7% | $6,407-33.3% |
| Admin fee / account holder | $27 | $5,336-99.5% | $5,150-99.5% | $12,270-99.8% |