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 | $60,674 | $29,319+106.9% | $52,425+15.7% | $82,448-26.4% |
| Participation rate | 11.3% | 46.9%-35.5pp | 55.6%-44.3pp | 68.1%-56.7pp |
| Annual return | 25.42% | 535.20%-509.8pp | 302.12%-276.7pp | 41.64%-16.2pp |
| Employer contribution / active EE | $279 | $586-52.5% | $914-69.5% | $2,551-89.1% |
| Participant deferral / active EE | $1,178 | $1,171+0.6% | $1,790-34.2% | $4,139-71.5% |
| Admin fee / account holder | $1 | $1,962-99.9% | $2,495-100.0% | $7,234-100.0% |