Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $55,282 | $28,624+93.1% | $53,647+3.0% | $82,637-33.1% |
| Participation rate | 17.2% | 47.3%-30.0pp | 56.3%-39.0pp | 68.1%-50.8pp |
| Annual return | 23.11% | 664.98%-641.9pp | 358.33%-335.2pp | 53.51%-30.4pp |
| Employer contribution / active EE | $238 | $637-62.7% | $962-75.3% | $2,552-90.7% |
| Participant deferral / active EE | $1,027 | $1,196-14.1% | $1,813-43.4% | $4,126-75.1% |
| Admin fee / account holder | $0 | $2,022-100.0% | $2,460-100.0% | $7,339-100.0% |