Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $30,381 | $104,937-71.0% | $84,628-64.1% | $152,897-80.1% |
| Participation rate | 53.8% | 74.8%-21.0pp | 68.2%-14.4pp | 82.5%-28.6pp |
| Annual return | 31.49% | 373.88%-342.4pp | 258.80%-227.3pp | 345.43%-313.9pp |
| Employer contribution / active EE | $3,037 | $3,303-8.0% | $2,653+14.5% | $4,764-36.2% |
| Participant deferral / active EE | $5,830 | $4,690+24.3% | $3,900+49.5% | $5,851-0.4% |
| Admin fee / account holder | $293 | $6,243-95.3% | $4,914-94.0% | $11,599-97.5% |