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 | $53,579 | $166,131-67.7% | $164,975-67.5% | $145,877-63.3% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.6%-20.7pp | 80.3%-22.4pp |
| Annual return | 13.86% | 100.37%-86.5pp | 70.12%-56.3pp | 551.28%-537.4pp |
| Employer contribution / active EE | $1,952 | $5,276-63.0% | $4,343-55.0% | $4,663-58.1% |
| Participant deferral / active EE | $6,103 | $6,962-12.3% | $6,033+1.1% | $6,691-8.8% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |