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 | $50,463 | $108,285-53.4% | $77,552-34.9% | $158,982-68.3% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 32.75% | 31.69%+1.1pp | 54.82%-22.1pp | 302.99%-270.2pp |
| Employer contribution / active EE | $1,163 | $1,325-12.2% | $987+17.9% | $4,763-75.6% |
| Participant deferral / active EE | $9,750 | $2,455+297.1% | $1,861+423.9% | $5,983+62.9% |
| Admin fee / account holder | $8 | $3,709-99.8% | $2,859-99.7% | $11,252-99.9% |