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 | $56,666 | $150,447-62.3% | $136,298-58.4% | $147,586-61.6% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 18.52% | 1049.15%-1030.6pp | 5156.27%-5137.7pp | 578.59%-560.1pp |
| Employer contribution / active EE | $2,550 | $5,256-51.5% | $4,696-45.7% | $4,876-47.7% |
| Participant deferral / active EE | $2,550 | $6,631-61.5% | $6,247-59.2% | $5,439-53.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |