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 | $107,001 | $65,712+62.8% | $57,196+87.1% | $273,972-60.9% |
| Participation rate | 28.6% | 78.3%-49.8pp | 75.3%-46.8pp | 83.0%-54.4pp |
| Annual return | 21.62% | 22.01%-0.4pp | 14.59%+7.0pp | 41.46%-19.8pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,467 | $3,782-61.2% | $3,096-52.6% | $5,287-72.3% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |