Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $49,673 | $102,422-51.5% | $147,117-66.2% | $80,959-38.6% |
| Participation rate | 59.3% | 75.9%-16.6pp | 82.2%-22.9pp | 67.7%-8.4pp |
| Annual return | 25.65% | 135.16%-109.5pp | 420.54%-394.9pp | 35.67%-10.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,715 | $6,652-14.1% | $8,065-29.1% | $4,300+32.9% |
| Admin fee / account holder | $55 | $7,953-99.3% | $12,993-99.6% | $6,925-99.2% |