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 | $37,452 | $121,701-69.2% | $104,639-64.2% | $158,982-76.4% |
| Participation rate | 60.0% | 77.5%-17.5pp | 74.1%-14.1pp | 82.0%-22.0pp |
| Annual return | 15.71% | 465.72%-450.0pp | 340.67%-325.0pp | 302.99%-287.3pp |
| Employer contribution / active EE | $873 | $3,165-72.4% | $2,682-67.4% | $4,763-81.7% |
| Participant deferral / active EE | $6,546 | $4,176+56.7% | $3,738+75.1% | $5,983+9.4% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |