Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $91,889 | $102,595-10.4% | $94,057-2.3% | $154,746-40.6% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 20.93% | 583.42%-562.5pp | 480.62%-459.7pp | 172.34%-151.4pp |
| Employer contribution / active EE | $1,606 | $3,147-49.0% | $2,933-45.2% | $4,379-63.3% |
| Participant deferral / active EE | $10,850 | $5,118+112.0% | $4,709+130.4% | $6,730+61.2% |
| Admin fee / account holder | $36 | $7,736-99.5% | $7,244-99.5% | $14,365-99.8% |