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 | $44,504 | $109,905-59.5% | $98,506-54.8% | $167,553-73.4% |
| Participation rate | 57.1% | 75.8%-18.7pp | 73.3%-16.2pp | 82.1%-25.0pp |
| Annual return | 16.18% | 1960.20%-1944.0pp | 1494.92%-1478.7pp | 478.89%-462.7pp |
| Employer contribution / active EE | $1,981 | $3,226-38.6% | $2,961-33.1% | $4,840-59.1% |
| Participant deferral / active EE | $3,676 | $4,674-21.4% | $4,277-14.1% | $6,343-42.0% |
| Admin fee / account holder | $17 | $6,760-99.7% | $5,955-99.7% | $12,316-99.9% |