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 | $90,691-50.9% | $76,119-41.5% | $145,884-69.5% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 9.40% | 624.52%-615.1pp | 361.25%-351.8pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,394 | $3,329-58.1% | $2,693-48.2% | $4,662-70.1% |
| Participant deferral / active EE | $3,027 | $5,167-41.4% | $4,259-28.9% | $6,690-54.7% |
| Admin fee / account holder | $280 | $8,383-96.7% | $6,421-95.6% | $13,392-97.9% |