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 | $64,147 | $72,446-11.5% | $67,561-5.1% | $145,877-56.0% |
| Participation rate | 16.7% | 76.9%-60.2pp | 72.9%-56.2pp | 80.3%-63.6pp |
| Annual return | 24.52% | 7211.98%-7187.5pp | 3525.44%-3500.9pp | 551.28%-526.8pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,925 | $4,785-59.8% | $4,003-51.9% | $6,691-71.2% |
| Admin fee / account holder | $289 | $5,541-94.8% | $4,006-92.8% | $13,402-97.8% |