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 | $65,034 | $156,398-58.4% | $147,318-55.9% | $138,895-53.2% |
| Participation rate | 18.8% | 83.8%-65.0pp | 82.1%-63.3pp | 79.9%-61.2pp |
| Annual return | 90.86% | 78.75%+12.1pp | 70.43%+20.4pp | 145.39%-54.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,780 | $8,237-66.3% | $7,906-64.8% | $6,396-56.5% |
| Admin fee / account holder | $30 | $14,976-99.8% | $13,708-99.8% | $12,562-99.8% |