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 | $63,827 | $185,856-65.7% | $170,028-62.5% | $139,456-54.2% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 20.13% | 60.52%-40.4pp | 53.39%-33.3pp | 373.45%-353.3pp |
| Employer contribution / active EE | $2,933 | $7,593-61.4% | $6,788-56.8% | $4,753-38.3% |
| Participant deferral / active EE | $5,440 | $11,623-53.2% | $10,409-47.7% | $6,711-18.9% |
| Admin fee / account holder | $127 | $15,387-99.2% | $12,820-99.0% | $11,407-98.9% |