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 | $52,381 | $176,794-70.4% | $146,647-64.3% | $167,553-68.7% |
| Participation rate | 41.7% | 83.6%-42.0pp | 80.1%-38.4pp | 82.1%-40.4pp |
| Annual return | 13.71% | 24.04%-10.3pp | 22.75%-9.0pp | 478.89%-465.2pp |
| Employer contribution / active EE | $1,079 | $5,161-79.1% | $4,137-73.9% | $4,840-77.7% |
| Participant deferral / active EE | $7,198 | $6,440+11.8% | $5,506+30.7% | $6,343+13.5% |
| Admin fee / account holder | $2 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |