Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $35,597 | $135,956-73.8% | $123,894-71.3% | $273,972-87.0% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | 8.43% | 56.63%-48.2pp | 47.52%-39.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $1,881 | $5,170-63.6% | $4,617-59.3% | $4,869-61.4% |
| Participant deferral / active EE | $2,255 | $6,343-64.4% | $5,984-62.3% | $5,287-57.3% |
| Admin fee / account holder | $110 | $9,817-98.9% | $8,357-98.7% | $10,133-98.9% |