Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $62,225 | $68,394-9.0% | $94,672-34.3% | $75,177-17.2% |
| Participation rate | 63.6% | 76.1%-12.4pp | 80.8%-17.2pp | 67.2%-3.6pp |
| Annual return | 21.69% | 616.92%-595.2pp | 156.89%-135.2pp | 160.75%-139.1pp |
| Employer contribution / active EE | $2,101 | $2,701-22.2% | $3,673-42.8% | $2,671-21.4% |
| Participant deferral / active EE | $3,897 | $6,536-40.4% | $7,417-47.5% | $4,126-5.6% |
| Admin fee / account holder | $242 | $5,326-95.5% | $7,222-96.6% | $5,651-95.7% |