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 | $48,315 | $148,623-67.5% | $135,974-64.5% | $139,466-65.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 24.21% | 79.30%-55.1pp | 68.30%-44.1pp | 373.66%-349.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $12,679 | $8,103+56.5% | $7,760+63.4% | $6,712+88.9% |
| Admin fee / account holder | $180 | $12,406-98.5% | $10,767-98.3% | $11,409-98.4% |