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 | $37,598 | $63,346-40.6% | $92,240-59.2% | $70,126-46.4% |
| Participation rate | 45.9% | 68.7%-22.7pp | 76.5%-30.5pp | 69.5%-23.6pp |
| Annual return | 25.48% | 530.19%-504.7pp | 176.29%-150.8pp | 73.15%-47.7pp |
| Employer contribution / active EE | $1,582 | $2,471-36.0% | $3,680-57.0% | $2,343-32.5% |
| Participant deferral / active EE | $3,087 | $2,854+8.2% | $3,897-20.8% | $3,332-7.3% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |