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 | $114,177 | $171,867-33.6% | $149,721-23.7% | $147,586-22.6% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 21.63% | 2113.36%-2091.7pp | 1501.67%-1480.0pp | 578.59%-557.0pp |
| Employer contribution / active EE | $4,976 | $6,275-20.7% | $5,444-8.6% | $4,876+2.0% |
| Participant deferral / active EE | $6,000 | $7,270-17.5% | $6,568-8.7% | $5,439+10.3% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |