Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $71,621 | $105,145-31.9% | $94,664-24.3% | $139,466-48.6% |
| Participation rate | 42.9% | 82.4%-39.5pp | 80.8%-38.0pp | 80.3%-37.5pp |
| Annual return | 28.71% | 38.09%-9.4pp | 156.84%-128.1pp | 373.66%-345.0pp |
| Employer contribution / active EE | $1,080 | $4,107-73.7% | $3,673-70.6% | $4,754-77.3% |
| Participant deferral / active EE | $4,134 | $7,599-45.6% | $7,417-44.3% | $6,712-38.4% |
| Admin fee / account holder | $198 | $8,972-97.8% | $7,222-97.3% | $11,409-98.3% |