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 | $56,365 | $165,939-66.0% | $122,354-53.9% | $147,586-61.8% |
| Participation rate | 36.4% | 79.6%-43.2pp | 71.6%-35.3pp | 82.8%-46.5pp |
| Annual return | 10.40% | 34.56%-24.2pp | 30.28%-19.9pp | 578.59%-568.2pp |
| Employer contribution / active EE | $1,159 | $5,754-79.9% | $4,051-71.4% | $4,876-76.2% |
| Participant deferral / active EE | $1,201 | $4,005-70.0% | $3,287-63.5% | $5,439-77.9% |
| Admin fee / account holder | $25 | $7,425-99.7% | $5,479-99.5% | $10,886-99.8% |