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 | $52,246 | $112,184-53.4% | - | $145,884-64.2% |
| Participation rate | 36.4% | 68.9%-32.5pp | - | 80.3%-43.9pp |
| Annual return | 13.23% | 21.73%-8.5pp | - | 551.85%-538.6pp |
| Employer contribution / active EE | $0 | $5,728-100.0% | - | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,637-100.0% | - | $6,690-100.0% |
| Admin fee / account holder | $0 | $6,256-100.0% | - | $13,392-100.0% |