Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $76,524 | $166,268-54.0% | $165,100-53.7% | $145,897-47.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 12.67% | 100.52%-87.9pp | 70.21%-57.5pp | 552.29%-539.6pp |
| Employer contribution / active EE | $3,081 | $5,284-41.7% | $4,348-29.1% | $4,663-33.9% |
| Participant deferral / active EE | $5,881 | $6,964-15.6% | $6,035-2.6% | $6,689-12.1% |
| Admin fee / account holder | $112 | $16,659-99.3% | $12,696-99.1% | $13,390-99.2% |