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 | $71,838 | $160,070-55.1% | $147,117-51.2% | $145,897-50.8% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 20.97% | 98.69%-77.7pp | 420.54%-399.6pp | 552.29%-531.3pp |
| Employer contribution / active EE | $2,730 | $5,285-48.3% | $4,932-44.7% | $4,663-41.4% |
| Participant deferral / active EE | $7,500 | $8,419-10.9% | $8,065-7.0% | $6,689+12.1% |
| Admin fee / account holder | $294 | $15,035-98.0% | $12,993-97.7% | $13,390-97.8% |