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 | $61,198 | $111,785-45.3% | $93,669-34.7% | $145,877-58.0% |
| Participation rate | 30.0% | 74.2%-44.2pp | 68.7%-38.7pp | 80.3%-50.3pp |
| Annual return | 12.13% | 203.79%-191.7pp | 133.59%-121.5pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,297 | $3,096-58.1% | $2,424-46.5% | $4,663-72.2% |
| Participant deferral / active EE | $4,629 | $4,919-5.9% | $4,416+4.8% | $6,691-30.8% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |