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 | $70,366-17.1% | $66,674-12.6% | $138,895-58.0% |
| Participation rate | 63.6% | 76.2%-12.5pp | 73.7%-10.0pp | 79.9%-16.3pp |
| Annual return | 16.07% | 386.41%-370.3pp | 321.24%-305.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $3,296 | $2,765+19.2% | $2,620+25.8% | $4,194-21.4% |
| Participant deferral / active EE | $4,276 | $4,374-2.2% | $4,084+4.7% | $6,396-33.1% |
| Admin fee / account holder | $27 | $5,262-99.5% | $5,098-99.5% | $12,562-99.8% |