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 | $42,921 | $102,696-58.2% | $86,235-50.2% | $139,487-69.2% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 16.88% | 1925.91%-1909.0pp | 1170.03%-1153.2pp | 373.84%-357.0pp |
| Employer contribution / active EE | $3,943 | $3,034+30.0% | $2,381+65.6% | $4,755-17.1% |
| Participant deferral / active EE | $1,806 | $4,679-61.4% | $3,987-54.7% | $6,713-73.1% |
| Admin fee / account holder | $40 | $8,667-99.5% | $6,856-99.4% | $11,407-99.6% |