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 | $46,545 | $175,231-73.4% | $149,696-68.9% | $139,466-66.6% |
| Participation rate | 55.0% | 83.4%-28.4pp | 78.8%-23.8pp | 80.3%-25.3pp |
| Annual return | 16.91% | 166.77%-149.9pp | 134.46%-117.5pp | 373.66%-356.7pp |
| Employer contribution / active EE | $1,453 | $5,478-73.5% | $4,821-69.9% | $4,754-69.4% |
| Participant deferral / active EE | $2,412 | $6,521-63.0% | $5,682-57.6% | $6,712-64.1% |
| Admin fee / account holder | $29 | $16,155-99.8% | $13,212-99.8% | $11,409-99.7% |