Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $105,607 | $90,691+16.4% | $76,119+38.7% | $145,884-27.6% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.1%-35.7pp | 80.3%-47.0pp |
| Annual return | 12.76% | 624.52%-611.8pp | 361.25%-348.5pp | 551.85%-539.1pp |
| Employer contribution / active EE | $4,373 | $3,329+31.4% | $2,693+62.4% | $4,662-6.2% |
| Participant deferral / active EE | $29,500 | $5,167+470.9% | $4,259+592.6% | $6,690+341.0% |
| Admin fee / account holder | $52 | $8,383-99.4% | $6,421-99.2% | $13,392-99.6% |