Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,725 | $157,304-80.5% | $141,197-78.2% | $152,909-79.9% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.5%-20.9pp |
| Annual return | 26.57% | 64.34%-37.8pp | 71.41%-44.8pp | 345.46%-318.9pp |
| Employer contribution / active EE | $2,077 | $5,263-60.5% | $4,736-56.1% | $4,764-56.4% |
| Participant deferral / active EE | $5,181 | $7,111-27.1% | $6,710-22.8% | $5,851-11.5% |
| Admin fee / account holder | $17 | $12,126-99.9% | $10,265-99.8% | $11,601-99.9% |