Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $28,630 | $202,463-85.9% | $169,397-83.1% | $139,487-79.5% |
| Participation rate | 40.0% | 81.1%-41.1pp | 77.2%-37.2pp | 80.3%-40.3pp |
| Annual return | 130.69% | 532.64%-402.0pp | 406.23%-275.5pp | 373.84%-243.2pp |
| Employer contribution / active EE | $2,251 | $4,694-52.0% | $4,013-43.9% | $4,755-52.7% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $220 | $10,726-98.0% | $9,017-97.6% | $11,407-98.1% |