Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $35,875 | $171,492-79.1% | $150,734-76.2% | $198,609-81.9% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 21.87% | 804.70%-782.8pp | 600.81%-578.9pp | 202.70%-180.8pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,657 | $6,259-25.6% | $5,610-17.0% | $6,977-33.3% |
| Admin fee / account holder | $35 | $17,628-99.8% | $14,905-99.8% | $19,030-99.8% |