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 | $45,521 | $72,446-37.2% | $67,561-32.6% | $145,877-68.8% |
| Participation rate | 30.8% | 76.9%-46.1pp | 72.9%-42.1pp | 80.3%-49.5pp |
| Annual return | 10.07% | 7211.98%-7201.9pp | 3525.44%-3515.4pp | 551.28%-541.2pp |
| Employer contribution / active EE | $456 | $3,072-85.2% | $2,735-83.3% | $4,663-90.2% |
| Participant deferral / active EE | $940 | $4,785-80.4% | $4,003-76.5% | $6,691-86.0% |
| Admin fee / account holder | $243 | $5,541-95.6% | $4,006-93.9% | $13,402-98.2% |