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 | $87,896 | $111,787-21.4% | $93,681-6.2% | $145,978-39.8% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 13.88% | 203.52%-189.6pp | 133.47%-119.6pp | 550.52%-536.6pp |
| Employer contribution / active EE | $555 | $3,093-82.0% | $2,422-77.1% | $4,662-88.1% |
| Participant deferral / active EE | $3,480 | $4,918-29.2% | $4,415-21.2% | $6,690-48.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |