Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $44,566 | $90,397-50.7% | $76,002-41.4% | $145,959-69.5% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 9.40% | 621.97%-612.6pp | 360.07%-350.7pp | 561.95%-552.6pp |
| Employer contribution / active EE | $1,394 | $3,317-58.0% | $2,688-48.1% | $4,661-70.1% |
| Participant deferral / active EE | $3,027 | $5,163-41.4% | $4,257-28.9% | $6,689-54.7% |
| Admin fee / account holder | $280 | $8,369-96.7% | $6,414-95.6% | $13,398-97.9% |