Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $59,292 | $68,394-13.3% | $94,672-37.4% | $75,177-21.1% |
| Participation rate | 64.7% | 76.1%-11.4pp | 80.8%-16.1pp | 67.2%-2.5pp |
| Annual return | 22.43% | 616.92%-594.5pp | 156.89%-134.5pp | 160.75%-138.3pp |
| Employer contribution / active EE | $2,533 | $2,701-6.2% | $3,673-31.0% | $2,671-5.2% |
| Participant deferral / active EE | $6,095 | $6,536-6.7% | $7,417-17.8% | $4,126+47.7% |
| Admin fee / account holder | $0 | $5,326-100.0% | $7,222-100.0% | $5,651-100.0% |