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 | $65,182 | $135,645-51.9% | $110,243-40.9% | $135,380-51.9% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.8%-29.8pp | 82.6%-32.6pp |
| Annual return | 247.96% | 513.24%-265.3pp | 314.76%-66.8pp | 519.81%-271.8pp |
| Employer contribution / active EE | $2,910 | $4,907-40.7% | $3,827-24.0% | $4,779-39.1% |
| Participant deferral / active EE | $6,604 | $5,507+19.9% | $4,672+41.4% | $5,609+17.7% |
| Admin fee / account holder | $26 | $11,458-99.8% | $8,548-99.7% | $10,828-99.8% |