Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $37,815 | $157,304-76.0% | $141,197-73.2% | $152,909-75.3% |
| Participation rate | 46.2% | 84.8%-38.7pp | 82.5%-36.3pp | 82.5%-36.3pp |
| Annual return | 102.76% | 64.34%+38.4pp | 71.41%+31.4pp | 345.46%-242.7pp |
| Employer contribution / active EE | $1,123 | $5,263-78.7% | $4,736-76.3% | $4,764-76.4% |
| Participant deferral / active EE | $5,258 | $7,111-26.1% | $6,710-21.6% | $5,851-10.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |