Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,406 | $77,908-62.3% | $149,696-80.4% | $75,173-60.9% |
| Participation rate | 24.2% | 65.6%-41.3pp | 78.8%-54.5pp | 67.2%-43.0pp |
| Annual return | 23.12% | 31.73%-8.6pp | 134.46%-111.3pp | 160.72%-137.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $191 | $5,950-96.8% | $13,212-98.6% | $5,651-96.6% |