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 | $80,808 | $106,008-23.8% | $92,240-12.4% | $147,586-45.2% |
| Participation rate | 69.2% | 80.4%-11.2pp | 76.5%-7.3pp | 82.8%-13.6pp |
| Annual return | 14.62% | 50.05%-35.4pp | 176.29%-161.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $1,815 | $4,333-58.1% | $3,680-50.7% | $4,876-62.8% |
| Participant deferral / active EE | $4,425 | $4,478-1.2% | $3,897+13.5% | $5,439-18.6% |
| Admin fee / account holder | $56 | $6,333-99.1% | $5,194-98.9% | $10,886-99.5% |