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 | $72,729 | $34,316+111.9% | $74,722-2.7% | $72,975-0.3% |
| Participation rate | 18.5% | 42.4%-23.9pp | 54.5%-35.9pp | 69.5%-51.0pp |
| Annual return | 223.21% | 26.58%+196.6pp | 753.11%-529.9pp | 81.01%+142.2pp |
| Employer contribution / active EE | $392 | $692-43.3% | $1,084-63.8% | $2,440-83.9% |
| Participant deferral / active EE | $481 | $1,272-62.2% | $1,963-75.5% | $3,608-86.7% |
| Admin fee / account holder | $57 | $2,125-97.3% | $3,335-98.3% | $5,124-98.9% |