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 | $53,800 | $157,304-65.8% | $141,197-61.9% | $152,909-64.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 14.73% | 64.34%-49.6pp | 71.41%-56.7pp | 345.46%-330.7pp |
| Employer contribution / active EE | $10,333 | $5,263+96.4% | $4,736+118.2% | $4,764+116.9% |
| Participant deferral / active EE | $4,167 | $7,111-41.4% | $6,710-37.9% | $5,851-28.8% |
| Admin fee / account holder | $222 | $12,126-98.2% | $10,265-97.8% | $11,601-98.1% |