Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $45,780 | $182,442-74.9% | $163,379-72.0% | $138,895-67.0% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 27.55% | 72.74%-45.2pp | 63.41%-35.9pp | 145.39%-117.8pp |
| Employer contribution / active EE | $10,895 | $4,159+161.9% | $3,752+190.3% | $4,194+159.8% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $186 | $10,396-98.2% | $9,818-98.1% | $12,562-98.5% |