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 | $54,901 | $95,601-42.6% | $77,183-28.9% | $139,456-60.6% |
| Participation rate | 56.5% | 74.0%-17.4pp | 69.6%-13.1pp | 80.3%-23.8pp |
| Annual return | 15.86% | 54.96%-39.1pp | 37.89%-22.0pp | 373.45%-357.6pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,534-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,397 | $4,623-69.8% | $3,833-63.5% | $6,711-79.2% |
| Admin fee / account holder | $16 | $8,302-99.8% | $5,475-99.7% | $11,407-99.9% |