Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $56,489 | $103,038-45.2% | $90,324-37.5% | $152,909-63.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 23.10% | 95.25%-72.1pp | 78.15%-55.0pp | 345.46%-322.4pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,299 | $4,282+93.8% | $3,885+113.6% | $5,851+41.8% |
| Admin fee / account holder | $287 | $6,177-95.4% | $5,356-94.6% | $11,601-97.5% |