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 | $61,468 | $100,938-39.1% | $90,461-32.1% | $158,982-61.3% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 9.21% | 1727.20%-1718.0pp | 1294.76%-1285.6pp | 302.99%-293.8pp |
| Employer contribution / active EE | $4,502 | $3,691+22.0% | $3,264+37.9% | $4,763-5.5% |
| Participant deferral / active EE | $5,564 | $4,350+27.9% | $3,964+40.3% | $5,983-7.0% |
| Admin fee / account holder | $72 | $6,510-98.9% | $5,617-98.7% | $11,252-99.4% |