Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $88,866 | $118,877-25.2% | $96,570-8.0% | $167,536-47.0% |
| Participation rate | 56.3% | 75.5%-19.2pp | 69.8%-13.6pp | 82.1%-25.9pp |
| Annual return | 8.80% | 50.50%-41.7pp | 37.79%-29.0pp | 478.82%-470.0pp |
| Employer contribution / active EE | $1,367 | $3,121-56.2% | $2,357-42.0% | $4,839-71.8% |
| Participant deferral / active EE | $2,750 | $4,617-40.4% | $3,849-28.6% | $6,342-56.6% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |