Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $42,691 | $100,279-57.4% | $81,353-47.5% | $145,884-70.7% |
| Participation rate | 60.0% | 74.3%-14.3pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 12.31% | 34.49%-22.2pp | 24.82%-12.5pp | 551.85%-539.5pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,190 | $4,611-74.2% | $3,885-69.4% | $6,690-82.2% |
| Admin fee / account holder | $12 | $8,206-99.9% | $5,766-99.8% | $13,392-99.9% |