Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $53,191 | $144,130-63.1% | $117,860-54.9% | $147,585-64.0% |
| Participation rate | 12.5% | 83.4%-70.9pp | 79.7%-67.2pp | 82.8%-70.3pp |
| Annual return | 15.52% | 531.20%-515.7pp | 335.10%-319.6pp | 578.58%-563.1pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $73 | $10,887-99.3% | $8,021-99.1% | $10,886-99.3% |