Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $68,529 | $157,304-56.4% | $141,197-51.5% | $152,909-55.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 28.87% | 64.34%-35.5pp | 71.41%-42.5pp | 345.46%-316.6pp |
| Employer contribution / active EE | $2,291 | $5,263-56.5% | $4,736-51.6% | $4,764-51.9% |
| Participant deferral / active EE | $12,667 | $7,111+78.1% | $6,710+88.8% | $5,851+116.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |