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 | $129,490 | $102,938+25.8% | $94,105+37.6% | $138,895-6.8% |
| Participation rate | 12.5% | 74.6%-62.1pp | 71.9%-59.4pp | 79.9%-67.4pp |
| Annual return | 24.98% | 250.28%-225.3pp | 204.55%-179.6pp | 145.39%-120.4pp |
| Employer contribution / active EE | $0 | $2,732-100.0% | $2,504-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |