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 | $47,843 | $99,011-51.7% | $86,582-44.7% | $147,586-67.6% |
| Participation rate | 20.0% | 76.3%-56.3pp | 73.5%-53.5pp | 82.8%-62.8pp |
| Annual return | 15.70% | 1312.75%-1297.1pp | 965.08%-949.4pp | 578.59%-562.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $664 | $3,972-83.3% | $3,609-81.6% | $5,439-87.8% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |