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 | $32,696 | $99,079-67.0% | $78,002-58.1% | $273,972-88.1% |
| Participation rate | 46.2% | 78.6%-32.4pp | 75.5%-29.4pp | 83.0%-36.9pp |
| Annual return | 15.09% | 217.93%-202.8pp | 425.99%-410.9pp | 41.46%-26.4pp |
| Employer contribution / active EE | $1,906 | $3,308-42.4% | $2,470-22.8% | $4,869-60.9% |
| Participant deferral / active EE | $4,068 | $4,306-5.5% | $3,497+16.3% | $5,287-23.1% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |