Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $155,237 | $76,785+102.2% | $56,441+175.0% | $145,959+6.4% |
| Participation rate | 37.5% | 63.2%-25.7pp | 52.5%-15.0pp | 80.3%-42.8pp |
| Annual return | 15.60% | 3000.51%-2984.9pp | 1704.21%-1688.6pp | 561.95%-546.3pp |
| Employer contribution / active EE | $120 | $1,381-91.3% | $1,039-88.5% | $4,661-97.4% |
| Participant deferral / active EE | $6,568 | $2,624+150.3% | $1,953+236.3% | $6,689-1.8% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,398-100.0% |